Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,042
Closed -$19.5K 233
2024
Q4
$19.5K Sell
10,042
-22,574
-69% -$43.8K ﹤0.01% 203
2024
Q3
$79.6K Buy
+32,616
New +$79.6K 0.02% 203
2024
Q2
Sell
-22,652
Closed -$56.2K 207
2024
Q1
$56.2K Hold
22,652
0.02% 205
2023
Q4
$66.3K Buy
22,652
+3,135
+16% +$9.18K 0.02% 186
2023
Q3
$50.4K Buy
19,517
+2,824
+17% +$7.29K 0.02% 170
2023
Q2
$53.1K Sell
16,693
-3,169
-16% -$10.1K 0.02% 193
2023
Q1
$56K Hold
19,862
0.02% 149
2022
Q4
$56.5K Buy
+19,862
New +$56.5K 0.03% 161