Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-523
Closed -$58.5K 287
2024
Q4
$58.5K Buy
+523
New +$58.5K 0.04% 202
2023
Q4
Sell
-8,829
Closed -$932K 690
2023
Q3
$932K Buy
+8,829
New +$932K 0.13% 43
2023
Q2
Sell
-29
Closed -$3.12K 671
2023
Q1
$3.12K Buy
+29
New +$3.12K ﹤0.01% 408