Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-390
Closed -$22.9K 623
2024
Q4
$22.9K Sell
390
-3,631
-90% -$213K ﹤0.01% 599
2024
Q3
$278K Buy
4,021
+342
+9% +$23.6K 0.01% 508
2024
Q2
$235K Buy
3,679
+152
+4% +$9.7K ﹤0.01% 525
2024
Q1
$331K Sell
3,527
-836
-19% -$78.5K 0.01% 541
2023
Q4
$321K Hold
4,363
0.01% 549
2023
Q3
$272K Buy
4,363
+1,240
+40% +$77.3K ﹤0.01% 573
2023
Q2
$231K Buy
3,123
+1,446
+86% +$107K ﹤0.01% 584
2023
Q1
$132K Sell
1,677
-288
-15% -$22.7K ﹤0.01% 551
2022
Q4
$134K Hold
1,965
﹤0.01% 525
2022
Q3
$104K Buy
+1,965
New +$104K ﹤0.01% 557