Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-710
Closed -$52.5K 664
2024
Q4
$52.5K Buy
710
+42
+6% +$3.1K 0.01% 432
2024
Q3
$65.7K Buy
+668
New +$65.7K 0.01% 400