Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-105
Closed -$25K 1852
2024
Q4
$25K Buy
+105
New +$25K ﹤0.01% 1091
2024
Q1
Sell
-12
Closed -$17.2K 1906
2023
Q4
$17.2K Buy
+12
New +$17.2K ﹤0.01% 1179
2022
Q2
Sell
-3
Closed -$13K 1597
2022
Q1
$13K Buy
+3
New +$13K ﹤0.01% 1033