Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,075
Closed -$82.1K 690
2024
Q4
$82.1K Buy
3,075
+81
+3% +$2.16K 0.06% 252
2024
Q3
$76.9K Buy
2,994
+73
+2% +$1.88K 0.06% 258
2024
Q2
$96.7K Buy
+2,921
New +$96.7K 0.07% 222