Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-215
Closed -$46.1K 1477
2024
Q4
$46.1K Buy
215
+23
+12% +$4.93K 0.01% 572
2024
Q3
$38K Buy
192
+76
+66% +$15.1K 0.01% 569
2024
Q2
$20.4K Buy
+116
New +$20.4K ﹤0.01% 1059
2023
Q3
Sell
-45
Closed -$8.18K 1462
2023
Q2
$8.18K Buy
+45
New +$8.18K ﹤0.01% 1008