Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-383
Closed -$11.3K 141
2024
Q4
$11.3K Sell
383
-2
-0.5% -$59 0.01% 236
2024
Q3
$12.1K Buy
385
+24
+7% +$753 0.01% 236
2024
Q2
$13K Buy
361
+15
+4% +$541 0.01% 224
2024
Q1
$13K Buy
+346
New +$13K 0.01% 231