Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,418
Closed -$25K 1850
2024
Q4
$25K Sell
1,418
-5,211
-79% -$91.8K ﹤0.01% 1054
2024
Q3
$127K Buy
6,629
+3,962
+149% +$75.8K 0.03% 331
2024
Q2
$58.2K Buy
2,667
+2,282
+593% +$49.8K 0.02% 558
2024
Q1
$14.8K Buy
+385
New +$14.8K ﹤0.01% 1018
2023
Q3
Sell
-82
Closed -$7.56K 1224
2023
Q2
$7.56K Buy
+82
New +$7.56K ﹤0.01% 848