Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-60
Closed -$11K 307
2024
Q4
$11K Hold
60
0.01% 556
2024
Q3
$12.4K Hold
60
﹤0.01% 744
2024
Q2
$10.5K Sell
60
-24
-29% -$4.2K 0.01% 549
2024
Q1
$14.4K Buy
+84
New +$14.4K 0.01% 501
2023
Q2
Sell
-28
Closed -$3.24K 861
2023
Q1
$3.24K Hold
28
﹤0.01% 712
2022
Q4
$3.16K Hold
28
﹤0.01% 704
2022
Q3
$3K Hold
28
﹤0.01% 718
2022
Q2
$2.62K Buy
+28
New +$2.62K ﹤0.01% 770
2022
Q1
Sell
-20
Closed -$2K 443
2021
Q4
$2K Sell
20
-20
-50% -$2K ﹤0.01% 873
2021
Q3
$4K Buy
+40
New +$4K ﹤0.01% 810