Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-262
Closed -$15.2K 319
2024
Q4
$15.2K Buy
262
+40
+18% +$2.31K ﹤0.01% 210
2024
Q3
$9.83K Sell
222
-78
-26% -$3.45K ﹤0.01% 273
2024
Q2
$11.2K Sell
300
-483
-62% -$18K ﹤0.01% 258
2024
Q1
$29.9K Buy
783
+370
+90% +$14.1K 0.01% 169
2023
Q4
$18.9K Buy
+413
New +$18.9K 0.01% 198