Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4
Closed -$315 518
2024
Q4
$315 Sell
4
-4
-50% -$315 ﹤0.01% 449
2024
Q3
$595 Buy
+8
New +$595 ﹤0.01% 335
2024
Q2
Sell
-48
Closed -$5.02K 301
2024
Q1
$5.02K Buy
+48
New +$5.02K ﹤0.01% 152
2023
Q3
Sell
-73
Closed -$5.06K 551
2023
Q2
$5.06K Buy
+73
New +$5.06K ﹤0.01% 369
2022
Q3
Sell
-248
Closed -$22K 638
2022
Q2
$22K Sell
248
-36
-13% -$3.19K 0.01% 186
2022
Q1
$43K Buy
+284
New +$43K 0.01% 71