Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,073
Closed -$13K 622
2024
Q4
$13K Buy
1,073
+62
+6% +$753 ﹤0.01% 658
2024
Q3
$17K Buy
+1,011
New +$17K ﹤0.01% 621