Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,259
Closed -$44.7K 191
2024
Q4
$44.7K Sell
10,259
-95
-0.9% -$414 0.01% 166
2024
Q3
$69.2K Sell
10,354
-1,005
-9% -$6.71K 0.01% 145
2024
Q2
$47.3K Sell
11,359
-3,595
-24% -$15K 0.01% 138
2024
Q1
$67.3K Buy
14,954
+2,907
+24% +$13.1K 0.02% 131
2023
Q4
$109K Buy
12,047
+2,012
+20% +$18.2K 0.03% 113
2023
Q3
$90.7K Buy
+10,035
New +$90.7K 0.03% 90