Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-986
Closed -$32.2K 196
2024
Q4
$32.2K Sell
986
-6,700
-87% -$219K 0.02% 242
2024
Q3
$276K Buy
+7,686
New +$276K 0.07% 107
2024
Q1
Sell
-835
Closed -$25.1K 391
2023
Q4
$25.1K Sell
835
-16,175
-95% -$487K 0.01% 486
2023
Q3
$437K Buy
17,010
+13,883
+444% +$357K 0.06% 128
2023
Q2
$111K Buy
+3,127
New +$111K 0.02% 332