Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,822
Closed -$12.3K 505
2024
Q4
$12.3K Sell
2,822
-763
-21% -$3.33K ﹤0.01% 284
2024
Q3
$23.9K Buy
+3,585
New +$23.9K ﹤0.01% 130
2024
Q2
Sell
-3,620
Closed -$16.3K 295
2024
Q1
$16.3K Buy
+3,620
New +$16.3K ﹤0.01% 61
2023
Q3
Sell
-30
Closed -$291 541
2023
Q2
$291 Buy
+30
New +$291 ﹤0.01% 509
2022
Q4
Sell
-125
Closed -$2K 691
2022
Q3
$2K Sell
125
-135
-52% -$2.16K ﹤0.01% 481
2022
Q2
$6K Sell
260
-13
-5% -$300 ﹤0.01% 280
2022
Q1
$6K Buy
+273
New +$6K ﹤0.01% 206