Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,188
Closed -$72.6K 714
2024
Q4
$72.6K Sell
3,188
-100
-3% -$2.28K 0.05% 187
2024
Q3
$73.3K Sell
3,288
-82
-2% -$1.83K 0.05% 193
2024
Q2
$64.4K Buy
3,370
+1,407
+72% +$26.9K 0.05% 213
2024
Q1
$34.5K Buy
1,963
+1,546
+371% +$27.2K 0.03% 275
2023
Q4
$6.99K Buy
+417
New +$6.99K 0.01% 497