Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-136
Closed -$4.42K 1925
2024
Q4
$4.42K Sell
136
-14,842
-99% -$482K ﹤0.01% 1366
2024
Q3
$495K Buy
14,978
+14,456
+2,769% +$478K 0.12% 148
2024
Q2
$14.4K Buy
522
+450
+625% +$12.4K ﹤0.01% 1182
2024
Q1
$1.98K Sell
72
-885
-92% -$24.4K ﹤0.01% 1462
2023
Q4
$25.9K Buy
+957
New +$25.9K ﹤0.01% 585
2023
Q3
Sell
-816
Closed -$21.6K 1274
2023
Q2
$21.6K Buy
816
+501
+159% +$13.3K 0.01% 518
2023
Q1
$8.75K Buy
315
+108
+52% +$3K ﹤0.01% 794
2022
Q4
$6.05K Buy
+207
New +$6.05K ﹤0.01% 713