Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-270
Closed -$4.25K 1068
2024
Q4
$4.25K Sell
270
-780
-74% -$12.3K ﹤0.01% 1364
2024
Q3
$19.3K Buy
1,050
+4
+0.4% +$73 ﹤0.01% 895
2024
Q2
$17.9K Buy
+1,046
New +$17.9K ﹤0.01% 832
2023
Q4
$3.92K Buy
+261
New +$3.92K ﹤0.01% 1159
2023
Q3
Sell
-516
Closed -$6.9K 1358
2023
Q2
$6.9K Buy
+516
New +$6.9K ﹤0.01% 776