Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,806
Closed -$41K 155
2024
Q4
$41K Hold
1,806
0.01% 126
2024
Q3
$39K Sell
1,806
-500
-22% -$10.8K 0.01% 124
2024
Q2
$44K Buy
2,306
+1,000
+77% +$19.1K 0.01% 116
2024
Q1
$22K Buy
+1,306
New +$22K ﹤0.01% 133
2023
Q3
$19K Hold
1,306
0.01% 118
2023
Q2
$20 Hold
1,306
﹤0.01% 127
2023
Q1
$25K Sell
1,306
-789
-38% -$15.1K 0.01% 127
2022
Q4
$39K Buy
+2,095
New +$39K 0.01% 130
2022
Q3
Sell
-4,295
Closed -$90K 242
2022
Q2
$90K Sell
4,295
-1,392
-24% -$29.2K 0.03% 108
2022
Q1
$101K Buy
+5,687
New +$101K 0.02% 111