Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-728
Closed -$15K 951
2024
Q4
$15K Sell
728
-631
-46% -$13K ﹤0.01% 601
2024
Q3
$22.3K Sell
1,359
-83
-6% -$1.36K ﹤0.01% 528
2024
Q2
$23.6K Hold
1,442
﹤0.01% 506
2024
Q1
$35.8K Hold
1,442
﹤0.01% 428
2023
Q4
$33.4K Hold
1,442
﹤0.01% 433
2023
Q3
$46K Hold
1,442
﹤0.01% 362
2023
Q2
$44.8K Hold
1,442
﹤0.01% 373
2023
Q1
$42.3K Hold
1,442
﹤0.01% 377
2022
Q4
$35.3K Buy
1,442
+135
+10% +$3.3K ﹤0.01% 388
2022
Q3
$30K Buy
+1,307
New +$30K ﹤0.01% 404