Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-280
Closed -$14K 284
2024
Q4
$14K Buy
280
+14
+5% +$700 ﹤0.01% 645
2024
Q3
$12.9K Buy
+266
New +$12.9K ﹤0.01% 664