Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,570
Closed -$24.6K 1515
2024
Q4
$24.6K Hold
1,570
﹤0.01% 1364
2024
Q3
$28.5K Sell
1,570
-12
-0.8% -$218 ﹤0.01% 1293
2024
Q2
$27.1K Sell
1,582
-6,760
-81% -$116K ﹤0.01% 1286
2024
Q1
$138K Buy
+8,342
New +$138K 0.01% 830