Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,500
Closed -$51.6K 687
2024
Q4
$51.6K Sell
2,500
-152
-6% -$3.14K 0.01% 372
2024
Q3
$37.4K Sell
2,652
-10
-0.4% -$141 ﹤0.01% 403
2024
Q2
$33.3K Sell
2,662
-31
-1% -$388 ﹤0.01% 390
2024
Q1
$35.7K Sell
2,693
-83
-3% -$1.1K ﹤0.01% 397
2023
Q4
$52.6K Buy
+2,776
New +$52.6K 0.01% 350