Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10
Closed -$82 2142
2024
Q4
$82 Sell
10
-9,477
-100% -$77.7K 0.01% 962
2024
Q3
$60K Sell
9,487
-1,247
-12% -$7.89K 0.01% 1121
2024
Q2
$57K Sell
10,734
-1,280
-11% -$6.8K 0.01% 1102
2024
Q1
$82K Hold
12,014
0.01% 990
2023
Q4
$65K Buy
+12,014
New +$65K 0.01% 1051