Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-285
Closed -$4.47K 790
2024
Q4
$4.47K Hold
285
﹤0.01% 726
2024
Q3
$5.18K Buy
285
+5
+2% +$91 ﹤0.01% 696
2024
Q2
$4.8K Buy
280
+11
+4% +$189 ﹤0.01% 678
2024
Q1
$4.44K Hold
269
﹤0.01% 675
2023
Q4
$4.05K Hold
269
﹤0.01% 775
2023
Q3
$3.55K Buy
269
+6
+2% +$79 ﹤0.01% 731
2023
Q2
$3.55K Buy
263
+7
+3% +$94 ﹤0.01% 690
2023
Q1
$3.04K Buy
+256
New +$3.04K ﹤0.01% 714