Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,416
Closed -$284K 739
2024
Q4
$284K Buy
2,416
+2,369
+5,040% +$279K 0.01% 600
2024
Q3
$5.07K Sell
47
-3
-6% -$323 ﹤0.01% 1777
2024
Q2
$4.36K Sell
50
-265
-84% -$23.1K ﹤0.01% 1761
2024
Q1
$27.8K Buy
315
+222
+239% +$19.6K ﹤0.01% 1468
2023
Q4
$6.87K Sell
93
-14
-13% -$1.03K ﹤0.01% 1063
2023
Q3
$6.09K Sell
107
-1
-0.9% -$57 ﹤0.01% 1133
2023
Q2
$6.83K Hold
108
﹤0.01% 1091
2023
Q1
$6.96K Buy
+108
New +$6.96K ﹤0.01% 1118