Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-211
Closed -$41.7K 738
2024
Q4
$41.7K Buy
211
+40
+23% +$7.9K 0.03% 243
2024
Q3
$31.9K Sell
171
-503
-75% -$93.9K 0.02% 302
2024
Q2
$117K Sell
674
-109
-14% -$18.9K 0.08% 153
2024
Q1
$107K Sell
783
-68
-8% -$9.25K 0.08% 153
2023
Q4
$88.9K Buy
+851
New +$88.9K 0.07% 149