Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-679
Closed -$64.9K 304
2024
Q4
$64.9K Sell
679
-135
-17% -$12.9K 0.01% 120
2024
Q3
$82.2K Buy
+814
New +$82.2K 0.01% 30
2023
Q3
Sell
-457
Closed -$41.1K 400
2023
Q2
$41.1K Buy
+457
New +$41.1K 0.02% 183
2022
Q4
Sell
-406
Closed -$33K 622
2022
Q3
$33K Sell
406
-467
-53% -$38K 0.01% 115
2022
Q2
$80K Sell
873
-85
-9% -$7.79K 0.02% 118
2022
Q1
$114K Buy
+958
New +$114K 0.02% 23