Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,274
Closed -$49.3K 1102
2024
Q4
$49.3K Sell
5,274
-1,069
-17% -$9.98K ﹤0.01% 870
2024
Q3
$82.8K Buy
6,343
+1,001
+19% +$13.1K ﹤0.01% 748
2024
Q2
$81.4K Sell
5,342
-842
-14% -$12.8K ﹤0.01% 736
2024
Q1
$80.8K Sell
6,184
-6,372
-51% -$83.3K ﹤0.01% 773
2023
Q4
$166K Sell
12,556
-654
-5% -$8.67K ﹤0.01% 713
2023
Q3
$170K Sell
13,210
-17
-0.1% -$219 ﹤0.01% 719
2023
Q2
$191K Sell
13,227
-3,757
-22% -$54.1K ﹤0.01% 731
2023
Q1
$224K Buy
+16,984
New +$224K ﹤0.01% 721