Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-317
Closed -$10.8K 2027
2024
Q4
$10.8K Sell
317
-593
-65% -$20.2K ﹤0.01% 1230
2024
Q3
$32.2K Buy
+910
New +$32.2K 0.01% 918
2024
Q2
Hold
0
2122
2024
Q1
Sell
-391
Closed -$19K 1904
2023
Q4
$19K Buy
+391
New +$19K ﹤0.01% 745