Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,586
Closed -$70.8K 1181
2024
Q4
$70.8K Hold
2,586
﹤0.01% 1021
2024
Q3
$78.4K Hold
2,586
﹤0.01% 956
2024
Q2
$79.6K Sell
2,586
-81
-3% -$2.49K ﹤0.01% 936
2024
Q1
$84.6K Buy
+2,667
New +$84.6K ﹤0.01% 1028