Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-212
Closed -$52.3K 1613
2024
Q4
$52.3K Sell
212
-669
-76% -$165K 0.01% 715
2024
Q3
$207K Buy
881
+643
+270% +$151K 0.05% 213
2024
Q2
$58.2K Buy
238
+142
+148% +$34.7K 0.02% 557
2024
Q1
$23.7K Buy
+96
New +$23.7K ﹤0.01% 802