Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-31
Closed -$12.5K 569
2024
Q4
$12.5K Buy
31
+1
+3% +$404 ﹤0.01% 343
2024
Q3
$15.1K Buy
30
+2
+7% +$1.01K ﹤0.01% 300
2024
Q2
$12K Sell
28
-5
-15% -$2.15K ﹤0.01% 315
2024
Q1
$12.5K Buy
33
+2
+6% +$758 ﹤0.01% 347
2023
Q4
$10K Buy
+31
New +$10K ﹤0.01% 398