Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-98
Closed -$10.7K 301
2024
Q4
$10.7K Buy
98
+31
+46% +$3.4K 0.01% 558
2024
Q3
$9.7K Hold
67
﹤0.01% 791
2024
Q2
$9.78K Buy
67
+2
+3% +$292 0.01% 564
2024
Q1
$9.35K Buy
+65
New +$9.35K 0.01% 599