Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,000
Closed -$53.1K 84
2024
Q4
$53.1K Hold
10,000
0.02% 81
2024
Q3
$71K Sell
10,000
-6,000
-38% -$42.6K 0.03% 87
2024
Q2
$17.6K Hold
16,000
0.01% 88
2024
Q1
$25K Buy
16,000
+6,000
+60% +$9.36K 0.01% 86
2023
Q4
$18.3K Buy
+10,000
New +$18.3K 0.01% 82