Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-65
Closed -$27.2K 497
2024
Q4
$27.2K Hold
65
0.02% 315
2024
Q3
$29.5K Sell
65
-4
-6% -$1.82K 0.02% 320
2024
Q2
$30.1K Buy
69
+1
+1% +$436 0.02% 303
2024
Q1
$31.6K Sell
68
-1
-1% -$465 0.02% 287
2023
Q4
$28.4K Buy
+69
New +$28.4K 0.02% 289