Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-662
Closed -$36.4K 851
2024
Q4
$36.4K Sell
662
-22
-3% -$1.21K ﹤0.01% 1244
2024
Q3
$45.8K Sell
684
-550
-45% -$36.8K ﹤0.01% 1149
2024
Q2
$68.4K Sell
1,234
-8
-0.6% -$444 ﹤0.01% 987
2024
Q1
$63.6K Buy
+1,242
New +$63.6K ﹤0.01% 1146