Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-199
Closed -$20.7K 593
2024
Q4
$20.7K Hold
199
0.01% 359
2024
Q3
$23.2K Sell
199
-10,379
-98% -$1.21M 0.01% 356
2024
Q2
$1.09M Sell
10,578
-2,015
-16% -$207K 0.78% 41
2024
Q1
$1.56M Buy
12,593
+1,063
+9% +$132K 1.16% 16
2023
Q4
$1.16M Buy
+11,530
New +$1.16M 0.95% 25