Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-154
Closed -$27.8K 261
2024
Q4
$27.8K Buy
154
+4
+3% +$721 ﹤0.01% 547
2024
Q3
$25.8K Buy
+150
New +$25.8K ﹤0.01% 559