Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,242
Closed -$83.6K 1617
2024
Q4
$83.6K Sell
2,242
-730
-25% -$27.2K 0.01% 493
2024
Q3
$115K Buy
2,972
+2,763
+1,322% +$107K 0.03% 359
2024
Q2
$7.11K Buy
+209
New +$7.11K ﹤0.01% 1395
2024
Q1
Sell
-954
Closed -$26.8K 1603
2023
Q4
$26.8K Buy
954
+422
+79% +$11.9K ﹤0.01% 569
2023
Q3
$13.3K Buy
+532
New +$13.3K ﹤0.01% 778