Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-61
Closed -$2.55K 647
2024
Q4
$2.55K Sell
61
-107
-64% -$4.47K ﹤0.01% 567
2024
Q3
$2.83K Hold
168
﹤0.01% 587
2024
Q2
$1.18K Buy
168
+61
+57% +$429 ﹤0.01% 596
2024
Q1
$1.07K Buy
+107
New +$1.07K ﹤0.01% 584