Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-595
Closed -$41.1K 875
2024
Q4
$41.1K Buy
+595
New +$41.1K 0.03% 362
2022
Q4
Sell
-426
Closed -$19K 1000
2022
Q3
$19K Buy
426
+206
+94% +$9.19K 0.01% 516
2022
Q2
$12K Buy
+220
New +$12K 0.01% 613