Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-154
Closed -$8.15K 1521
2024
Q4
$8.15K Sell
154
-33
-18% -$1.75K ﹤0.01% 1018
2024
Q3
$10.4K Sell
187
-17
-8% -$944 0.01% 1002
2024
Q2
$12K Hold
204
0.01% 937
2024
Q1
$14K Buy
204
+135
+196% +$9.28K 0.01% 892
2023
Q4
$5.59K Hold
69
﹤0.01% 370
2023
Q3
$4.46K Hold
69
﹤0.01% 386
2023
Q2
$5.84K Sell
69
-20
-22% -$1.69K ﹤0.01% 405
2023
Q1
$9.91K Hold
89
0.01% 362
2022
Q4
$10.7K Hold
89
0.01% 344
2022
Q3
$9K Hold
89
0.01% 350
2022
Q2
$7K Buy
89
+55
+162% +$4.33K 0.01% 392
2022
Q1
$4K Hold
34
﹤0.01% 447
2021
Q4
$7.44K Buy
+34
New +$7.44K 0.01% 356