Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-573
Closed -$23.2K 487
2024
Q4
$23.2K Sell
573
-63
-10% -$2.55K ﹤0.01% 285
2024
Q3
$24.4K Sell
636
-128
-17% -$4.9K ﹤0.01% 257
2024
Q2
$35.8K Hold
764
﹤0.01% 232
2024
Q1
$39.7K Hold
764
﹤0.01% 235
2023
Q4
$33.6K Buy
+764
New +$33.6K ﹤0.01% 234