Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,196
Closed -$20.7K 1669
2024
Q4
$20.7K Sell
2,196
-40
-2% -$376 ﹤0.01% 846
2024
Q3
$22.8K Buy
2,236
+898
+67% +$9.14K ﹤0.01% 813
2024
Q2
$13.1K Hold
1,338
﹤0.01% 877
2024
Q1
$13.8K Buy
+1,338
New +$13.8K ﹤0.01% 867