Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-562
Closed -$7.25K 474
2024
Q4
$7.25K Buy
562
+229
+69% +$2.95K ﹤0.01% 358
2024
Q3
$4.25K Buy
+333
New +$4.25K ﹤0.01% 293
2024
Q2
Sell
-658
Closed -$12.7K 281
2024
Q1
$12.7K Buy
+658
New +$12.7K ﹤0.01% 76
2023
Q3
Sell
-68
Closed -$652 520
2023
Q2
$652 Buy
+68
New +$652 ﹤0.01% 488
2023
Q1
Sell
-1,022
Closed -$11.3K 448
2022
Q4
$11.3K Buy
1,022
+845
+477% +$9.31K ﹤0.01% 460
2022
Q3
$2K Sell
177
-234
-57% -$2.64K ﹤0.01% 480
2022
Q2
$5K Sell
411
-260
-39% -$3.16K ﹤0.01% 293
2022
Q1
$26K Buy
+671
New +$26K ﹤0.01% 100