Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,486
Closed -$8K 2290
2024
Q4
$8K Sell
1,486
-152
-9% -$818 0.01% 1627
2024
Q3
$11K Sell
1,638
-59
-3% -$396 0.01% 1484
2024
Q2
$11K Sell
1,697
-433
-20% -$2.81K 0.01% 1454
2024
Q1
$10K Buy
2,130
+1,386
+186% +$6.51K 0.01% 1576
2023
Q4
$5K Buy
+744
New +$5K ﹤0.01% 1763