Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-154
Closed -$33.9K 227
2024
Q4
$33.9K Hold
154
0.02% 231
2024
Q3
$33.9K Sell
154
-282
-65% -$62.1K 0.02% 240
2024
Q2
$75.4K Buy
436
+4
+0.9% +$692 0.04% 155
2024
Q1
$82.6K Sell
432
-7
-2% -$1.34K 0.05% 152
2023
Q4
$71.9K Buy
+439
New +$71.9K 0.05% 121