Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-152
Closed -$4.8K 338
2024
Q4
$4.8K Sell
152
-68
-31% -$2.15K ﹤0.01% 396
2024
Q3
$7.2K Buy
+220
New +$7.2K ﹤0.01% 260
2024
Q2
Sell
-742
Closed -$21K 212
2024
Q1
$21K Buy
742
+716
+2,754% +$20.3K ﹤0.01% 49
2023
Q4
$666 Sell
26
-4
-13% -$102 ﹤0.01% 318
2023
Q3
$726 Sell
30
-585
-95% -$14.2K ﹤0.01% 336
2023
Q2
$18.1K Buy
+615
New +$18.1K 0.01% 248
2022
Q3
Sell
-67
Closed -$2K 571
2022
Q2
$2K Sell
67
-12
-15% -$358 ﹤0.01% 325
2022
Q1
$2K Buy
79
+35
+80% +$886 ﹤0.01% 255
2021
Q4
$1K Buy
+44
New +$1K ﹤0.01% 38