Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-168
Closed -$29.9K 130
2024
Q4
$29.9K Buy
168
+40
+31% +$7.12K 0.02% 299
2024
Q3
$21.9K Buy
128
+36
+39% +$6.15K 0.01% 366
2024
Q2
$15.7K Buy
92
+1
+1% +$171 0.01% 379
2024
Q1
$16.5K Sell
91
-3
-3% -$545 0.01% 375
2023
Q4
$14.6K Buy
+94
New +$14.6K 0.01% 381