Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,492
Closed -$14.8K 396
2024
Q4
$14.8K Sell
1,492
-667
-31% -$6.6K ﹤0.01% 269
2024
Q3
$22.8K Buy
+2,159
New +$22.8K ﹤0.01% 133
2024
Q2
Sell
-2,843
Closed -$37.8K 240
2024
Q1
$37.8K Buy
+2,843
New +$37.8K 0.01% 35
2023
Q3
Sell
-3,097
Closed -$46.9K 471
2023
Q2
$46.9K Buy
+3,097
New +$46.9K 0.02% 173
2022
Q3
Sell
-4,196
Closed -$47K 596
2022
Q2
$47K Sell
4,196
-573
-12% -$6.42K 0.01% 137
2022
Q1
$81K Buy
+4,769
New +$81K 0.01% 36