Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,000
Closed -$54.7K 1726
2024
Q4
$54.7K Buy
+7,000
New +$54.7K 0.01% 687
2024
Q3
Sell
-139
Closed -$1.11K 1748
2024
Q2
$1.11K Sell
139
-5,861
-98% -$46.9K ﹤0.01% 1680
2024
Q1
$69.8K Buy
6,000
+5,000
+500% +$58.2K 0.01% 290
2023
Q4
$11.2K Sell
1,000
-7,500
-88% -$83.8K ﹤0.01% 994
2023
Q3
$131K Buy
+8,500
New +$131K 0.03% 134