Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-837
Closed -$381K 648
2024
Q4
$381K Sell
837
-11
-1% -$5.01K 0.01% 441
2024
Q3
$371K Buy
848
+22
+3% +$9.62K 0.01% 458
2024
Q2
$392K Buy
+826
New +$392K 0.01% 415