Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-85
Closed -$35.6K 223
2024
Q4
$35.6K Sell
85
-17
-17% -$7.12K 0.02% 149
2024
Q3
$48.6K Hold
102
0.03% 129
2024
Q2
$44.8K Hold
102
0.03% 133
2024
Q1
$47.4K Buy
+102
New +$47.4K 0.03% 141