Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,278
Closed -$32.3K 1151
2024
Q4
$32.3K Buy
3,278
+121
+4% +$1.19K 0.03% 319
2024
Q3
$36.2K Buy
3,157
+2,603
+470% +$29.9K 0.03% 312
2024
Q2
$5.53K Hold
554
﹤0.01% 555
2024
Q1
$6.52K Hold
554
0.01% 544
2023
Q4
$6.33K Buy
+554
New +$6.33K 0.01% 557