Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,104
Closed -$222K 738
2024
Q4
$222K Sell
2,104
-141
-6% -$14.9K 0.01% 645
2024
Q3
$226K Hold
2,245
0.01% 659
2024
Q2
$238K Sell
2,245
-361
-14% -$38.2K 0.01% 592
2024
Q1
$366K Hold
2,606
0.01% 434
2023
Q4
$318K Sell
2,606
-320
-11% -$39.1K 0.01% 466
2023
Q3
$224K Sell
2,926
-257
-8% -$19.7K 0.01% 599
2023
Q2
$270K Hold
3,183
0.01% 547
2023
Q1
$284K Sell
3,183
-245
-7% -$21.8K 0.01% 497
2022
Q4
$242K Buy
+3,428
New +$242K 0.03% 543