Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-299
Closed -$20.6K 810
2024
Q4
$20.6K Hold
299
0.02% 451
2024
Q3
$19.9K Buy
+299
New +$19.9K 0.02% 482
2022
Q3
Sell
-238
Closed -$13K 885
2022
Q2
$13K Buy
238
+62
+35% +$3.39K 0.01% 593
2022
Q1
$11K Buy
+176
New +$11K 0.01% 705