Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-142
Closed -$29.8K 1492
2024
Q4
$29.8K Sell
142
-43
-23% -$9.02K ﹤0.01% 661
2024
Q3
$53.1K Hold
185
0.01% 505
2024
Q2
$58.6K Buy
+185
New +$58.6K 0.01% 752
2024
Q1
Sell
-50
Closed -$14.2K 769
2023
Q4
$14.2K Hold
50
﹤0.01% 717
2023
Q3
$12.3K Sell
50
-378
-88% -$93.1K ﹤0.01% 795
2023
Q2
$104K Buy
+428
New +$104K 0.02% 493