Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-577
Closed -$12K 1525
2024
Q4
$12K Hold
577
0.01% 933
2024
Q3
$14.1K Hold
577
0.01% 902
2024
Q2
$14.5K Hold
577
0.01% 847
2024
Q1
$17.3K Buy
+577
New +$17.3K 0.01% 753