Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-173
Closed -$76.9K 73
2024
Q4
$76.9K Buy
173
+72
+71% +$32K 0.03% 86
2024
Q3
$52.3K Sell
101
-65
-39% -$33.7K 0.02% 116
2024
Q2
$92.2K Buy
+166
New +$92.2K 0.04% 91
2019
Q4
Sell
-50
Closed -$13.8K 76
2019
Q3
$13.8K Buy
+50
New +$13.8K 0.01% 174