Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-206
Closed -$15.6K 307
2024
Q4
$15.6K Buy
206
+42
+26% +$3.18K ﹤0.01% 207
2024
Q3
$10.8K Sell
164
-98
-37% -$6.45K ﹤0.01% 249
2024
Q2
$14K Sell
262
-58
-18% -$3.1K ﹤0.01% 214
2024
Q1
$16.9K Buy
+320
New +$16.9K ﹤0.01% 211