Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-76
Closed -$33.8K 138
2024
Q4
$33.8K Buy
76
+48
+171% +$21.3K 0.02% 280
2024
Q3
$14.9K Sell
28
-63
-69% -$33.5K 0.01% 418
2024
Q2
$50.6K Sell
91
-28
-24% -$15.6K 0.04% 239
2024
Q1
$60K Sell
119
-14
-11% -$7.06K 0.04% 211
2023
Q4
$79.3K Buy
+133
New +$79.3K 0.06% 159