Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,499
Closed -$14K 4447
2024
Q4
$14K Sell
1,499
-1
-0.1% -$9 ﹤0.01% 4150
2024
Q3
$16K Hold
1,500
﹤0.01% 4081
2024
Q2
$12K Hold
1,500
﹤0.01% 3962
2024
Q1
$13K Sell
1,500
-6,999
-82% -$60.7K ﹤0.01% 3984
2023
Q4
$70K Buy
8,499
+4,285
+102% +$35.3K ﹤0.01% 3786
2023
Q3
$34K Buy
4,214
+897
+27% +$7.24K ﹤0.01% 3743
2023
Q2
$28K Buy
3,317
+1,196
+56% +$10.1K ﹤0.01% 3895
2023
Q1
$17K Buy
2,121
+100
+5% +$802 ﹤0.01% 4015
2022
Q4
$16K Buy
2,021
+300
+17% +$2.38K ﹤0.01% 4066
2022
Q3
$11K Buy
+1,721
New +$11K ﹤0.01% 4131