Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30
Closed -$1.85K 935
2024
Q4
$1.85K Hold
30
﹤0.01% 760
2024
Q3
$1.92K Sell
30
-66
-69% -$4.23K ﹤0.01% 781
2024
Q2
$6.91K Sell
96
-9
-9% -$647 0.01% 503
2024
Q1
$7.4K Buy
105
+30
+40% +$2.12K 0.01% 495
2023
Q4
$6.04K Buy
+75
New +$6.04K ﹤0.01% 523