Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,990
Closed -$39.3K 1810
2024
Q4
$39.3K Sell
4,990
-3,159
-39% -$24.9K 0.01% 1475
2024
Q3
$102K Sell
8,149
-2,577
-24% -$32.3K 0.01% 1117
2024
Q2
$64.5K Buy
10,726
+5,866
+121% +$35.3K 0.01% 1248
2024
Q1
$32.3K Buy
+4,860
New +$32.3K 0.01% 1498
2023
Q4
Sell
-14,403
Closed -$101K 1775
2023
Q3
$101K Buy
+14,403
New +$101K 0.02% 847