Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,090
Closed -$57.7K 127
2024
Q4
$57.7K Buy
1,090
+289
+36% +$15.3K 0.02% 100
2024
Q3
$44.5K Sell
801
-597
-43% -$33.2K 0.02% 125
2024
Q2
$82.5K Buy
+1,398
New +$82.5K 0.03% 98
2019
Q4
Sell
-542
Closed -$30.5K 118
2019
Q3
$30.5K Buy
+542
New +$30.5K 0.02% 152