Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-466
Closed -$28.7K 392
2024
Q4
$28.7K Sell
466
-184
-28% -$11.3K ﹤0.01% 195
2024
Q3
$40.3K Buy
+650
New +$40.3K ﹤0.01% 91
2024
Q2
Sell
-451
Closed -$24.1K 236
2024
Q1
$24.1K Buy
+451
New +$24.1K ﹤0.01% 47