Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-22
Closed -$640 128
2024
Q4
$640 Buy
22
+1
+5% +$29 ﹤0.01% 434
2024
Q3
$669 Hold
21
﹤0.01% 453
2024
Q2
$758 Hold
21
﹤0.01% 407
2024
Q1
$791 Hold
21
﹤0.01% 382
2023
Q4
$743 Buy
+21
New +$743 ﹤0.01% 325