Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-199
Closed -$4.19K 1801
2024
Q4
$4.19K Sell
199
-16
-7% -$337 ﹤0.01% 1408
2024
Q3
$5.56K Buy
215
+28
+15% +$724 ﹤0.01% 1286
2024
Q2
$4.78K Buy
187
+84
+82% +$2.15K ﹤0.01% 1633
2024
Q1
$2.35K Buy
+103
New +$2.35K ﹤0.01% 1516
2022
Q2
Sell
-21,728
Closed -$735K 380
2022
Q1
$735K Buy
21,728
+1,309
+6% +$44.3K 0.01% 211
2021
Q4
$860K Buy
+20,419
New +$860K 0.02% 162