Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,175
Closed -$21.1K 2186
2024
Q4
$21.1K Hold
1,175
﹤0.01% 1885
2024
Q3
$20.5K Hold
1,175
﹤0.01% 1907
2024
Q2
$14K Sell
1,175
-1,262
-52% -$15K ﹤0.01% 1860
2024
Q1
$34.1K Buy
2,437
+1,526
+168% +$21.4K ﹤0.01% 1873
2023
Q4
$10.7K Hold
911
﹤0.01% 1960
2023
Q3
$8.74K Hold
911
﹤0.01% 1966
2023
Q2
$14.4K Hold
911
﹤0.01% 1975
2023
Q1
$16.8K Hold
911
﹤0.01% 1970
2022
Q4
$19.2K Buy
+911
New +$19.2K ﹤0.01% 1800