Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-61
Closed -$962 640
2024
Q4
$962 Buy
61
+28
+85% +$442 ﹤0.01% 544
2024
Q3
$607 Sell
33
-226
-87% -$4.16K ﹤0.01% 771
2024
Q2
$4.44K Buy
259
+80
+45% +$1.37K ﹤0.01% 641
2024
Q1
$2.95K Sell
179
-23
-11% -$378 ﹤0.01% 711
2023
Q4
$3.03K Buy
+202
New +$3.03K ﹤0.01% 612