Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-765
Closed -$9.85K 576
2024
Q4
$9.85K Buy
765
+128
+20% +$1.65K ﹤0.01% 607
2024
Q3
$12.8K Sell
637
-168
-21% -$3.37K ﹤0.01% 538
2024
Q2
$14.1K Buy
805
+105
+15% +$1.85K 0.01% 500
2024
Q1
$12.6K Buy
700
+382
+120% +$6.85K 0.01% 518
2023
Q4
$6.12K Buy
318
+185
+139% +$3.56K ﹤0.01% 698
2023
Q3
$2.03K Buy
133
+33
+33% +$503 ﹤0.01% 772
2023
Q2
$2.07K Buy
100
+1
+1% +$21 ﹤0.01% 728
2023
Q1
$2.38K Buy
+99
New +$2.38K ﹤0.01% 751