Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,070
Closed -$31.6K 212
2024
Q4
$31.6K Sell
1,070
-321
-23% -$9.49K 0.02% 157
2024
Q3
$43.7K Hold
1,391
0.03% 138
2024
Q2
$50.2K Hold
1,391
0.04% 120
2024
Q1
$52.4K Sell
1,391
-321
-19% -$12.1K 0.04% 126
2023
Q4
$60.6K Buy
+1,712
New +$60.6K 0.05% 100