Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-251
Closed -$10.1K 306
2024
Q4
$10.1K Sell
251
-125
-33% -$5.02K ﹤0.01% 257
2024
Q3
$20.5K Sell
376
-81
-18% -$4.43K ﹤0.01% 190
2024
Q2
$24.2K Sell
457
-113
-20% -$6K ﹤0.01% 171
2024
Q1
$33K Sell
570
-63
-10% -$3.65K 0.01% 160
2023
Q4
$34.7K Buy
+633
New +$34.7K 0.02% 154