Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-175
Closed -$4.17K 713
2024
Q4
$4.17K Hold
175
﹤0.01% 781
2024
Q3
$4.9K Buy
+175
New +$4.9K ﹤0.01% 783
2023
Q1
Sell
-12,662
Closed -$218K 182
2022
Q4
$218K Buy
+12,662
New +$218K 0.11% 148