Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24
Closed -$8.1K 593
2024
Q4
$8.1K Sell
24
-6
-20% -$2.02K ﹤0.01% 635
2024
Q3
$9.56K Sell
30
-6
-17% -$1.91K ﹤0.01% 598
2024
Q2
$11.6K Buy
36
+6
+20% +$1.93K ﹤0.01% 547
2024
Q1
$10.4K Sell
30
-50
-63% -$17.4K ﹤0.01% 555
2023
Q4
$29K Sell
80
-19
-19% -$6.9K 0.01% 370
2023
Q3
$29.5K Buy
99
+57
+136% +$17K 0.02% 327
2023
Q2
$13.9K Buy
42
+3
+8% +$991 0.01% 428
2023
Q1
$13K Buy
39
+15
+63% +$4.99K 0.01% 452
2022
Q4
$5.8K Buy
24
+7
+41% +$1.69K ﹤0.01% 527
2022
Q3
$4K Buy
17
+6
+55% +$1.41K ﹤0.01% 515
2022
Q2
$3K Hold
11
﹤0.01% 496
2022
Q1
$3K Buy
+11
New +$3K ﹤0.01% 505