Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-738
Closed -$86.8K 235
2024
Q4
$86.8K Buy
738
+45
+6% +$5.3K 0.02% 357
2024
Q3
$74.7K Buy
+693
New +$74.7K 0.01% 382