Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,603
Closed -$92.9K 1252
2024
Q4
$92.9K Buy
1,603
+1,339
+507% +$77.6K ﹤0.01% 813
2024
Q3
$17.2K Buy
264
+138
+110% +$8.99K ﹤0.01% 1054
2024
Q2
$8.08K Buy
126
+12
+11% +$770 ﹤0.01% 1144
2024
Q1
$7.26K Buy
114
+23
+25% +$1.46K ﹤0.01% 1000
2023
Q4
$5.04K Buy
91
+7
+8% +$388 ﹤0.01% 1025
2023
Q3
$4.95K Hold
84
﹤0.01% 984
2023
Q2
$5.47K Hold
84
﹤0.01% 737
2023
Q1
$4.63K Buy
+84
New +$4.63K ﹤0.01% 840