Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20
Closed -$774 4124
2024
Q4
$774 Sell
20
-89
-82% -$3.44K ﹤0.01% 3601
2024
Q3
$3.82K Hold
109
﹤0.01% 3239
2024
Q2
$4.03K Sell
109
-21,483
-99% -$794K ﹤0.01% 3163
2024
Q1
$851K Sell
21,592
-1,327
-6% -$52.3K 0.01% 1077
2023
Q4
$1.03M Buy
22,919
+14,306
+166% +$644K 0.01% 919
2023
Q3
$358K Sell
8,613
-14,556
-63% -$605K ﹤0.01% 1336
2023
Q2
$844K Buy
23,169
+11,289
+95% +$411K 0.01% 947
2023
Q1
$365K Buy
+11,880
New +$365K ﹤0.01% 1273