Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-154
Closed -$13.7K 479
2024
Q4
$13.7K Sell
154
-19
-11% -$1.7K ﹤0.01% 308
2024
Q3
$16.2K Sell
173
-31
-15% -$2.9K ﹤0.01% 272
2024
Q2
$19.5K Hold
204
﹤0.01% 264
2024
Q1
$21.1K Sell
204
-15
-7% -$1.55K ﹤0.01% 268
2023
Q4
$20.4K Buy
+219
New +$20.4K ﹤0.01% 265