Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-74
Closed -$3.21K 1026
2024
Q4
$3.21K Hold
74
﹤0.01% 779
2024
Q3
$3.36K Buy
74
+9
+14% +$408 ﹤0.01% 757
2024
Q2
$2.68K Buy
65
+20
+44% +$823 ﹤0.01% 751
2024
Q1
$1.68K Buy
45
+25
+125% +$935 ﹤0.01% 785
2023
Q4
$766 Buy
+20
New +$766 ﹤0.01% 966