Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-57
Closed -$2.82K 848
2024
Q4
$2.82K Sell
57
-252
-82% -$12.5K ﹤0.01% 699
2024
Q3
$14K Sell
309
-20
-6% -$904 ﹤0.01% 563
2024
Q2
$14.3K Hold
329
﹤0.01% 560
2024
Q1
$12.9K Hold
329
﹤0.01% 603
2023
Q4
$13.3K Sell
329
-38
-10% -$1.54K 0.01% 588
2023
Q3
$14.5K Hold
367
﹤0.01% 698
2023
Q2
$14.5K Sell
367
-975
-73% -$38.6K ﹤0.01% 708
2023
Q1
$45.8K Sell
1,342
-6
-0.4% -$205 0.01% 493
2022
Q4
$42K Buy
+1,348
New +$42K 0.01% 511