Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,386
Closed -$16K 255
2024
Q4
$16K Buy
2,386
+144
+6% +$966 ﹤0.01% 215
2024
Q3
$16K Buy
2,242
+43
+2% +$307 ﹤0.01% 166
2024
Q2
$17K Buy
+2,199
New +$17K ﹤0.01% 91