Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-714
Closed -$71.6K 580
2024
Q4
$71.6K Sell
714
-3
-0.4% -$301 0.05% 188
2024
Q3
$77.5K Sell
717
-24
-3% -$2.6K 0.05% 189
2024
Q2
$60.4K Buy
741
+3
+0.4% +$245 0.04% 222
2024
Q1
$59.1K Sell
738
-29
-4% -$2.32K 0.04% 212
2023
Q4
$53.9K Buy
+767
New +$53.9K 0.04% 205