Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-130
Closed -$32.7K 337
2024
Q4
$32.7K Sell
130
-46
-26% -$11.6K 0.02% 289
2024
Q3
$43.4K Buy
176
+96
+120% +$23.7K 0.03% 250
2024
Q2
$13.8K Hold
80
0.01% 396
2024
Q1
$15.2K Buy
80
+39
+95% +$7.39K 0.01% 385
2023
Q4
$7.34K Buy
+41
New +$7.34K 0.01% 488