Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-244
Closed -$25.9K 659
2024
Q4
$25.9K Sell
244
-25
-9% -$2.66K 0.02% 327
2024
Q3
$31K Sell
269
-200
-43% -$23K 0.02% 304
2024
Q2
$31K Sell
469
-171
-27% -$11.3K 0.02% 297
2024
Q1
$49.4K Sell
640
-75
-10% -$5.79K 0.04% 232
2023
Q4
$55.7K Buy
+715
New +$55.7K 0.05% 194