Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-851
Closed -$51.3K 211
2024
Q4
$51.3K Sell
851
-74
-8% -$4.46K 0.02% 109
2024
Q3
$69.5K Sell
925
-740
-44% -$55.6K 0.03% 100
2024
Q2
$121K Buy
+1,665
New +$121K 0.05% 75