Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,005
Closed -$78.7K 2025
2024
Q4
$78.7K Sell
10,005
-470
-4% -$3.7K ﹤0.01% 1884
2024
Q3
$131K Sell
10,475
-567
-5% -$7.11K ﹤0.01% 1822
2024
Q2
$66.4K Buy
11,042
+194
+2% +$1.17K ﹤0.01% 1847
2024
Q1
$72.1K Buy
10,848
+318
+3% +$2.12K ﹤0.01% 1893
2023
Q4
$109K Buy
10,530
+250
+2% +$2.58K ﹤0.01% 1838
2023
Q3
$72.4K Hold
10,280
﹤0.01% 1792
2023
Q2
$128K Buy
+10,280
New +$128K ﹤0.01% 1757