Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,088
Closed -$29.8K 225
2024
Q4
$29.8K Buy
16,088
+2,600
+19% +$4.81K ﹤0.01% 198
2024
Q3
$32.9K Buy
+13,488
New +$32.9K ﹤0.01% 203
2024
Q1
Sell
-12,100
Closed -$31.2K 199
2023
Q4
$31.2K Hold
12,100
﹤0.01% 166
2023
Q3
$31.2K Sell
12,100
-2,334
-16% -$6.02K ﹤0.01% 166
2023
Q2
$45.9K Sell
14,434
-2,494
-15% -$7.93K ﹤0.01% 168
2023
Q1
$47.7K Buy
+16,928
New +$47.7K ﹤0.01% 159