Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-351
Closed -$64.5K 866
2024
Q4
$64.5K Sell
351
-22
-6% -$4.05K 0.02% 327
2024
Q3
$67.4K Buy
+373
New +$67.4K 0.02% 336
2024
Q2
Sell
-12
Closed -$2.27K 911
2024
Q1
$2.27K Hold
12
﹤0.01% 811
2023
Q4
$2.1K Sell
12
-449
-97% -$78.6K ﹤0.01% 796
2023
Q3
$65.3K Sell
461
-224
-33% -$31.7K 0.02% 428
2023
Q2
$97.5K Sell
685
-73
-10% -$10.4K 0.03% 356
2023
Q1
$97.2K Sell
758
-55
-7% -$7.05K 0.03% 360
2022
Q4
$98K Buy
+813
New +$98K 0.03% 358