Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-297
Closed -$30.8K 404
2024
Q4
$30.8K Buy
297
+114
+62% +$11.8K ﹤0.01% 188
2024
Q3
$16.2K Buy
+183
New +$16.2K ﹤0.01% 192
2024
Q2
Sell
-199
Closed -$13.1K 244
2024
Q1
$13.1K Buy
+199
New +$13.1K ﹤0.01% 72
2023
Q3
Sell
-211
Closed -$14.3K 478
2023
Q2
$14.3K Buy
+211
New +$14.3K 0.01% 263
2022
Q4
Sell
-235
Closed -$10K 658
2022
Q3
$10K Sell
235
-245
-51% -$10.4K ﹤0.01% 244
2022
Q2
$16K Sell
480
-6
-1% -$200 ﹤0.01% 205
2022
Q1
$30K Buy
+486
New +$30K 0.01% 91