Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-469
Closed -$4.16K 711
2024
Q4
$4.16K Hold
469
﹤0.01% 458
2024
Q3
$5.47K Sell
469
-303
-39% -$3.54K ﹤0.01% 442
2024
Q2
$8.63K Sell
772
-505
-40% -$5.64K ﹤0.01% 361
2024
Q1
$15.6K Sell
1,277
-460
-26% -$5.61K ﹤0.01% 315
2023
Q4
$27.6K Buy
+1,737
New +$27.6K 0.01% 304