Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,453
Closed -$31K 696
2024
Q4
$31K Hold
1,453
﹤0.01% 419
2024
Q3
$33.6K Hold
1,453
﹤0.01% 407
2024
Q2
$26.4K Hold
1,453
﹤0.01% 419
2024
Q1
$31.2K Buy
+1,453
New +$31.2K ﹤0.01% 376