Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-175
Closed -$3.7K 758
2024
Q4
$3.7K Buy
+175
New +$3.7K ﹤0.01% 567
2024
Q2
Sell
-4,185
Closed -$71.8K 668
2024
Q1
$71.8K Hold
4,185
0.01% 236
2023
Q4
$79.3K Hold
4,185
0.01% 230
2023
Q3
$69K Sell
4,185
-120
-3% -$1.98K 0.01% 235
2023
Q2
$77.5K Buy
+4,305
New +$77.5K 0.01% 232