Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-251
Closed -$12.2K 1277
2024
Q4
$12.2K Sell
251
-225
-47% -$10.9K ﹤0.01% 989
2024
Q3
$31.4K Buy
476
+359
+307% +$23.7K ﹤0.01% 888
2024
Q2
$6.73K Buy
+117
New +$6.73K ﹤0.01% 1001
2023
Q4
Sell
-832
Closed -$55.7K 1065
2023
Q3
$55.7K Sell
832
-782
-48% -$52.4K 0.03% 420
2023
Q2
$168K Buy
+1,614
New +$168K 0.05% 312