Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-354
Closed -$18K 1639
2024
Q4
$18K Sell
354
-584
-62% -$29.7K ﹤0.01% 1138
2024
Q3
$41.2K Buy
938
+355
+61% +$15.6K 0.01% 809
2024
Q2
$21.5K Buy
+583
New +$21.5K 0.01% 1046
2023
Q4
Sell
-285
Closed -$9.52K 1361
2023
Q3
$9.52K Buy
+285
New +$9.52K ﹤0.01% 878
2023
Q2
Sell
-1,483
Closed -$52.9K 1038
2023
Q1
$52.9K Buy
1,483
+1,305
+733% +$46.6K 0.01% 179
2022
Q4
$8.07K Buy
+178
New +$8.07K ﹤0.01% 633