Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,940
Closed -$119K 1892
2024
Q4
$119K Sell
1,940
-705
-27% -$43.1K 0.02% 367
2024
Q3
$157K Buy
2,645
+2,595
+5,190% +$154K 0.04% 280
2024
Q2
$2.84K Sell
50
-316
-86% -$18K ﹤0.01% 1573
2024
Q1
$22.6K Buy
+366
New +$22.6K ﹤0.01% 826