Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9
Closed -$202 876
2024
Q4
$202 Hold
9
﹤0.01% 804
2024
Q3
$204 Hold
9
﹤0.01% 852
2024
Q2
$146 Hold
9
﹤0.01% 851
2024
Q1
$240 Hold
9
﹤0.01% 897
2023
Q4
$368 Sell
9
-1,210
-99% -$49.5K ﹤0.01% 846
2023
Q3
$38.3K Sell
1,219
-77
-6% -$2.42K 0.01% 519
2023
Q2
$56.3K Sell
1,296
-5
-0.4% -$217 0.02% 471
2023
Q1
$42.2K Sell
1,301
-718
-36% -$23.3K 0.01% 509
2022
Q4
$58K Buy
+2,019
New +$58K 0.02% 459