Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-128
Closed -$2.77K 1890
2024
Q4
$2.77K Sell
128
-1,385
-92% -$30K ﹤0.01% 1425
2024
Q3
$32.9K Buy
1,513
+1,150
+317% +$25K 0.01% 909
2024
Q2
$6.64K Buy
+363
New +$6.64K ﹤0.01% 1408
2023
Q3
Sell
-700
Closed -$21.7K 1252
2023
Q2
$21.7K Buy
+700
New +$21.7K 0.01% 516