Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-454
Closed -$65.3K 548
2024
Q4
$65.3K Buy
454
+51
+13% +$7.34K 0.01% 390
2024
Q3
$48.3K Buy
+403
New +$48.3K 0.01% 455