Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-742
Closed -$21.2K 1529
2024
Q4
$21.2K Buy
742
+16
+2% +$457 0.01% 619
2024
Q3
$23K Hold
726
0.01% 597
2024
Q2
$23.4K Buy
726
+13
+2% +$419 0.01% 521
2024
Q1
$26.5K Buy
+713
New +$26.5K 0.01% 450