Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-79
Closed -$49.9K 822
2024
Q4
$49.9K Sell
79
-12
-13% -$7.58K 0.02% 320
2024
Q3
$70.6K Buy
91
+10
+12% +$7.76K 0.03% 288
2024
Q2
$66.9K Buy
81
+10
+14% +$8.26K 0.03% 274
2024
Q1
$49.7K Buy
71
+35
+97% +$24.5K 0.02% 297
2023
Q4
$21.2K Buy
36
+9
+33% +$5.29K 0.01% 428
2023
Q3
$12.6K Buy
27
+15
+125% +$6.98K 0.01% 467
2023
Q2
$5.84K Hold
12
﹤0.01% 611
2023
Q1
$4.79K Buy
+12
New +$4.79K ﹤0.01% 614