Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,343
Closed -$32.1K 114
2024
Q4
$32.1K Buy
17,343
+454
+3% +$840 0.02% 103
2024
Q3
$41.2K Hold
16,889
0.02% 108
2024
Q2
$34.6K Buy
16,889
+3,512
+26% +$7.2K 0.02% 101
2024
Q1
$33.2K Buy
+13,377
New +$33.2K 0.02% 98