Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-707
Closed -$34.7K 485
2024
Q4
$34.7K Sell
707
-155
-18% -$7.61K ﹤0.01% 703
2024
Q3
$53.5K Sell
862
-83
-9% -$5.15K 0.01% 536
2024
Q2
$54K Buy
+945
New +$54K 0.01% 482
2023
Q4
$41.5K Buy
608
+65
+12% +$4.44K 0.01% 535
2023
Q3
$33.7K Sell
543
-12
-2% -$744 0.01% 415
2023
Q2
$33.1K Buy
+555
New +$33.1K 0.01% 465
2023
Q1
Sell
-543
Closed -$33.7K 281
2022
Q4
$33.7K Buy
+543
New +$33.7K 0.01% 418