Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-85
Closed -$1.8K 327
2024
Q4
$1.8K Sell
85
-40
-32% -$847 ﹤0.01% 295
2024
Q3
$2.42K Buy
125
+40
+47% +$773 ﹤0.01% 309
2024
Q2
$1.45K Buy
+85
New +$1.45K ﹤0.01% 291