Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-66
Closed -$845 696
2024
Q4
$845 Buy
66
+1
+2% +$13 ﹤0.01% 542
2024
Q3
$1.3K Buy
65
+1
+2% +$20 ﹤0.01% 411
2024
Q2
$1.13K Hold
64
﹤0.01% 385
2024
Q1
$1.14K Buy
64
+1
+2% +$18 ﹤0.01% 399
2023
Q4
$1.21K Buy
+63
New +$1.21K ﹤0.01% 379