Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-157
Closed -$14.7K 120
2024
Q4
$14.7K Hold
157
0.01% 225
2024
Q3
$15.4K Buy
157
+50
+47% +$4.89K 0.01% 226
2024
Q2
$10.5K Sell
107
-795
-88% -$77.8K 0.01% 228
2024
Q1
$111K Buy
902
+50
+6% +$6.15K 0.06% 118
2023
Q4
$103K Buy
852
+107
+14% +$13K 0.08% 144
2023
Q3
$88.1K Hold
745
0.09% 106
2023
Q2
$97.9K Hold
745
0.11% 93
2023
Q1
$109K Hold
745
0.11% 90
2022
Q4
$103K Buy
+745
New +$103K 0.13% 89