Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,100
Closed -$35.9K 406
2024
Q4
$35.9K Hold
1,100
0.02% 270
2024
Q3
$40.5K Sell
1,100
-1
-0.1% -$37 0.03% 261
2024
Q2
$38.6K Sell
1,101
-11
-1% -$385 0.03% 272
2024
Q1
$33.6K Sell
1,112
-3
-0.3% -$91 0.03% 279
2023
Q4
$33.9K Buy
+1,115
New +$33.9K 0.03% 264