Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-430
Closed -$14.5K 210
2024
Q4
$14.5K Buy
430
+2
+0.5% +$68 0.01% 309
2024
Q3
$17.5K Hold
428
0.01% 306
2024
Q2
$16.5K Hold
428
0.01% 284
2024
Q1
$18.3K Hold
428
0.01% 266
2023
Q4
$15.9K Buy
+428
New +$15.9K 0.01% 233