Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,711
Closed -$34.9K 1058
2024
Q4
$34.9K Buy
2,711
+1,201
+80% +$15.5K ﹤0.01% 327
2024
Q3
$30.3K Buy
1,510
+622
+70% +$12.5K ﹤0.01% 304
2024
Q2
$15.6K Buy
+888
New +$15.6K ﹤0.01% 316
2022
Q1
Sell
-2,955
Closed -$67K 343
2021
Q4
$67K Hold
2,955
﹤0.01% 202
2021
Q3
$67K Buy
+2,955
New +$67K ﹤0.01% 132