Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-217
Closed -$45.5K 1799
2024
Q4
$45.5K Buy
217
+38
+21% +$7.97K 0.01% 793
2024
Q3
$51.4K Buy
179
+123
+220% +$35.3K 0.01% 703
2024
Q2
$17.6K Sell
56
-11
-16% -$3.45K 0.01% 1119
2024
Q1
$22.5K Sell
67
-6
-8% -$2.02K ﹤0.01% 827
2023
Q4
$20.7K Sell
73
-85
-54% -$24.1K ﹤0.01% 705
2023
Q3
$38.9K Buy
+158
New +$38.9K 0.01% 362
2023
Q1
Sell
-28
Closed -$5.44K 1101
2022
Q4
$5.44K Buy
+28
New +$5.44K ﹤0.01% 732