Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
335
2024
Q4
Sell
-10
Closed -$2.92K 847
2024
Q3
$2.92K Sell
10
-3
-23% -$876 ﹤0.01% 602
2024
Q2
$3.9K Sell
13
-5,062
-100% -$1.52M ﹤0.01% 573
2024
Q1
$1.47M Buy
5,075
+1,087
+27% +$315K 1.1% 22
2023
Q4
$1.01M Buy
+3,988
New +$1.01M 0.83% 32