Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-174
Closed -$5.5K 937
2024
Q4
$5.5K Sell
174
-23
-12% -$727 ﹤0.01% 1828
2024
Q3
$6.45K Buy
197
+9
+5% +$295 ﹤0.01% 1688
2024
Q2
$4.97K Sell
188
-481
-72% -$12.7K ﹤0.01% 1723
2024
Q1
$18.9K Buy
+669
New +$18.9K ﹤0.01% 1631