Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-299
Closed -$34.9K 568
2024
Q4
$34.9K Hold
299
0.02% 273
2024
Q3
$45.5K Sell
299
-424
-59% -$64.6K 0.03% 246
2024
Q2
$114K Sell
723
-27
-4% -$4.27K 0.08% 154
2024
Q1
$148K Buy
750
+359
+92% +$71.1K 0.11% 127
2023
Q4
$68K Buy
+391
New +$68K 0.06% 170