Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7
Closed -$1.71K 159
2024
Q4
$1.71K Buy
7
+1
+17% +$244 ﹤0.01% 654
2024
Q3
$1.96K Hold
6
﹤0.01% 650
2024
Q2
$2.01K Sell
6
-2
-25% -$671 ﹤0.01% 643
2024
Q1
$2.4K Sell
8
-10
-56% -$3K ﹤0.01% 647
2023
Q4
$5.09K Buy
+18
New +$5.09K ﹤0.01% 549