Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-134
Closed -$37K 339
2024
Q4
$37K Sell
134
-52
-28% -$14.4K 0.01% 495
2024
Q3
$53.6K Buy
+186
New +$53.6K 0.01% 435