Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,838
Closed -$46.9K 2201
2024
Q4
$46.9K Buy
3,838
+1,006
+36% +$12.3K ﹤0.01% 1845
2024
Q3
$29.1K Hold
2,832
﹤0.01% 1884
2024
Q2
$43.2K Buy
+2,832
New +$43.2K ﹤0.01% 1799
2022
Q4
Sell
-1,671
Closed -$15K 1931
2022
Q3
$15K Buy
+1,671
New +$15K ﹤0.01% 1758