Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-223
Closed -$23.6K 621
2024
Q4
$23.6K Hold
223
0.02% 339
2024
Q3
$22.9K Sell
223
-10,829
-98% -$1.11M 0.01% 360
2024
Q2
$1.17M Buy
+11,052
New +$1.17M 0.84% 37