Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$43.9K 419
2024
Q4
$43.9K Sell
200
-28
-12% -$6.15K 0.03% 238
2024
Q3
$48.1K Sell
228
-32
-12% -$6.76K 0.03% 238
2024
Q2
$45K Sell
260
-2
-0.8% -$346 0.03% 252
2024
Q1
$50K Sell
262
-9
-3% -$1.72K 0.04% 228
2023
Q4
$44.2K Buy
+271
New +$44.2K 0.04% 234