Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
45
2024
Q4
Sell
-1,010
Closed -$8.18K 47
2024
Q3
$8.18K Sell
1,010
-736
-42% -$5.96K ﹤0.01% 45
2024
Q2
$44.3K Sell
1,746
-3,298
-65% -$83.8K 0.01% 57
2024
Q1
$209K Hold
5,044
0.03% 45
2023
Q4
$209K Hold
5,044
0.03% 38
2023
Q3
$157K Buy
5,044
+2,500
+98% +$78K 0.02% 95
2023
Q2
$118K Sell
2,544
-175
-6% -$8.08K 0.02% 118
2023
Q1
$106K Hold
2,719
0.01% 121
2022
Q4
$188K Buy
+2,719
New +$188K 0.02% 89
2021
Q4
Sell
-1,409
Closed -$292K 221
2021
Q3
$292K Buy
+1,409
New +$292K 0.05% 82