Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-239
Closed -$60.1K 129
2024
Q4
$60.1K Sell
239
-62
-21% -$15.6K 0.02% 96
2024
Q3
$66.3K Sell
301
-26
-8% -$5.73K 0.03% 102
2024
Q2
$56.3K Buy
+327
New +$56.3K 0.02% 129