Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,759
Closed -$30.8K 1397
2024
Q4
$30.8K Sell
11,759
-240
-2% -$629 ﹤0.01% 1143
2024
Q3
$45.8K Buy
+11,999
New +$45.8K ﹤0.01% 815