Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-530
Closed -$11.2K 1417
2024
Q4
$11.2K Hold
530
﹤0.01% 866
2024
Q3
$13.7K Sell
530
-5,343
-91% -$138K ﹤0.01% 735
2024
Q2
$122K Buy
5,873
+5,773
+5,773% +$120K 0.02% 538
2024
Q1
$2.52K Sell
100
-3,782
-97% -$95.5K ﹤0.01% 388
2023
Q4
$88.6K Buy
+3,882
New +$88.6K 0.01% 427