Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-92
Closed -$6.35K 690
2024
Q4
$6.35K Hold
92
0.01% 517
2024
Q3
$6.13K Sell
92
-46
-33% -$3.06K 0.02% 500
2024
Q2
$10.2K Buy
138
+46
+50% +$3.41K 0.02% 469
2024
Q1
$9.18K Hold
92
0.01% 513
2023
Q4
$7.62K Hold
92
0.01% 542
2023
Q3
$5.67K Buy
+92
New +$5.67K 0.01% 587