Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,490
Closed -$46.5K 1141
2024
Q4
$46.5K Hold
16,490
﹤0.01% 858
2024
Q3
$35.1K Buy
16,490
+762
+5% +$1.62K ﹤0.01% 822
2024
Q2
$31.1K Buy
15,728
+1,494
+10% +$2.96K ﹤0.01% 831
2024
Q1
$35.6K Sell
14,234
-28,832
-67% -$72.1K ﹤0.01% 853
2023
Q4
$87.9K Sell
43,066
-38,815
-47% -$79.2K ﹤0.01% 879
2023
Q3
$174K Buy
+81,881
New +$174K ﹤0.01% 838