Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-364
Closed -$32.9K 792
2024
Q4
$32.9K Sell
364
-252
-41% -$22.8K 0.02% 287
2024
Q3
$52.7K Buy
616
+379
+160% +$32.4K 0.03% 220
2024
Q2
$16K Buy
237
+1
+0.4% +$68 0.01% 375
2024
Q1
$14.2K Sell
236
-28
-11% -$1.69K 0.01% 395
2023
Q4
$13.9K Buy
+264
New +$13.9K 0.01% 387