Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-395
Closed -$47.4K 168
2024
Q4
$47.4K Buy
+395
New +$47.4K 0.03% 216
2024
Q3
Sell
-2,252
Closed -$213K 183
2024
Q2
$213K Buy
+2,252
New +$213K 0.06% 142
2024
Q1
Sell
-1,275
Closed -$110K 355
2023
Q4
$110K Buy
1,275
+494
+63% +$42.8K 0.02% 374
2023
Q3
$54.8K Buy
+781
New +$54.8K 0.01% 469