Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-219
Closed -$2.07K 1747
2024
Q4
$2.07K Sell
219
-1,043
-83% -$9.84K ﹤0.01% 1461
2024
Q3
$9.55K Sell
1,262
-1,058
-46% -$8.01K ﹤0.01% 1277
2024
Q2
$17.1K Buy
2,320
+2,054
+772% +$15.1K ﹤0.01% 1127
2024
Q1
$3.45K Buy
+266
New +$3.45K ﹤0.01% 1374