Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-184
Closed -$23.8K 292
2024
Q4
$23.8K Hold
184
0.01% 264
2024
Q3
$25.1K Sell
184
-412
-69% -$56.2K 0.01% 270
2024
Q2
$60.9K Sell
596
-112
-16% -$11.4K 0.04% 172
2024
Q1
$62.8K Buy
708
+117
+20% +$10.4K 0.04% 168
2023
Q4
$54K Buy
+591
New +$54K 0.04% 143