Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,485
Closed -$89.8K 1569
2024
Q4
$89.8K Buy
12,485
+1,619
+15% +$11.6K ﹤0.01% 1504
2024
Q3
$84.8K Sell
10,866
-5,321
-33% -$41.5K ﹤0.01% 1538
2024
Q2
$124K Buy
+16,187
New +$124K ﹤0.01% 1383