Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,841
Closed -$36.9K 446
2024
Q4
$36.9K Sell
1,841
-103
-5% -$2.07K 0.02% 261
2024
Q3
$48.5K Buy
1,944
+1,257
+183% +$31.3K 0.03% 237
2024
Q2
$21.3K Sell
687
-1,398
-67% -$43.3K 0.02% 341
2024
Q1
$92.1K Sell
2,085
-20
-1% -$883 0.07% 167
2023
Q4
$106K Buy
+2,105
New +$106K 0.09% 141