Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-901
Closed -$30.6K 954
2024
Q4
$30.6K Sell
901
-184
-17% -$6.26K ﹤0.01% 733
2024
Q3
$44.2K Buy
1,085
+20
+2% +$814 0.01% 590
2024
Q2
$41K Buy
+1,065
New +$41K 0.01% 544
2023
Q4
$68.7K Buy
+1,855
New +$68.7K 0.01% 431
2023
Q3
Sell
-27
Closed -$955 1325
2023
Q2
$955 Buy
+27
New +$955 ﹤0.01% 1155