Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-264
Closed -$14.5K 1507
2024
Q4
$14.5K Hold
264
0.01% 842
2024
Q3
$17.7K Hold
264
0.01% 769
2024
Q2
$14.6K Hold
264
0.01% 839
2024
Q1
$13.5K Buy
+264
New +$13.5K 0.01% 931