Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-786
Closed -$116K 1822
2024
Q4
$116K Buy
786
+547
+229% +$80.9K 0.02% 374
2024
Q3
$31.2K Sell
239
-1,152
-83% -$150K 0.01% 930
2024
Q2
$146K Buy
1,391
+1,254
+915% +$132K 0.04% 218
2024
Q1
$13.8K Buy
+137
New +$13.8K ﹤0.01% 1046
2023
Q3
Sell
-459
Closed -$25.7K 1202
2023
Q2
$25.7K Buy
459
+224
+95% +$12.5K 0.01% 426
2023
Q1
$12.3K Sell
235
-16
-6% -$840 ﹤0.01% 727
2022
Q4
$11.7K Buy
+251
New +$11.7K ﹤0.01% 512