Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$43.8K Sell
11,492
-8,250
-42% -$31.4K ﹤0.01% 1055
2024
Q4
$86.1K Buy
19,742
+5,347
+37% +$23.3K ﹤0.01% 970
2024
Q3
$96.2K Sell
14,395
-718
-5% -$4.8K ﹤0.01% 873
2024
Q2
$62.9K Buy
+15,113
New +$62.9K ﹤0.01% 837
2024
Q1
Sell
-11,598
Closed -$105K 737
2023
Q4
$105K Sell
11,598
-5,814
-33% -$52.7K 0.01% 676
2023
Q3
$157K Buy
+17,412
New +$157K 0.01% 623