Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3
Closed -$1.08K 607
2024
Q4
$1.08K Hold
3
﹤0.01% 628
2024
Q3
$1.04K Sell
3
-68
-96% -$23.5K ﹤0.01% 621
2024
Q2
$20.8K Hold
71
0.02% 416
2024
Q1
$23.7K Buy
+71
New +$23.7K 0.02% 415
2023
Q4
Sell
-71
Closed -$23K 129
2023
Q3
$23K Hold
71
0.02% 351
2023
Q2
$24.5K Hold
71
0.02% 310
2023
Q1
$22.4K Hold
71
0.02% 325
2022
Q4
$21K Sell
71
-157
-69% -$46.4K 0.02% 324
2022
Q3
$61K Hold
228
0.06% 179
2022
Q2
$61K Buy
228
+71
+45% +$19K 0.05% 183
2022
Q1
$51K Buy
+157
New +$51K 0.04% 218