Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-25
Closed -$2.31K 837
2024
Q4
$2.31K Sell
25
-18
-42% -$1.67K ﹤0.01% 1832
2024
Q3
$3.99K Buy
43
+28
+187% +$2.6K ﹤0.01% 1544
2024
Q2
$1.13K Buy
+15
New +$1.13K ﹤0.01% 1462
2024
Q1
Sell
-310
Closed -$21.4K 1378
2023
Q4
$21.4K Buy
310
+275
+786% +$19K ﹤0.01% 684
2023
Q3
$1.92K Hold
35
﹤0.01% 1176
2023
Q2
$1.95K Hold
35
﹤0.01% 923
2023
Q1
$1.78K Buy
+35
New +$1.78K ﹤0.01% 1031