Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,850
Closed -$69.8K 406
2024
Q4
$69.8K Buy
11,850
+1,240
+12% +$7.3K 0.01% 367
2024
Q3
$67.8K Sell
10,610
-1,291
-11% -$8.25K 0.01% 341
2024
Q2
$73K Buy
11,901
+1,111
+10% +$6.81K 0.01% 343
2024
Q1
$65.3K Buy
10,790
+53
+0.5% +$321 0.01% 314
2023
Q4
$61.8K Buy
+10,737
New +$61.8K 0.01% 337