Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-202
Closed -$48K 1801
2024
Q4
$48K Buy
+202
New +$48K ﹤0.01% 1168
2024
Q1
Sell
-4
Closed -$6K 1856
2023
Q4
$6K Buy
+4
New +$6K ﹤0.01% 1457
2023
Q2
Sell
-5
Closed -$24K 1847
2023
Q1
$24K Buy
5
+2
+67% +$9.6K ﹤0.01% 1215
2022
Q4
$10K Buy
+3
New +$10K ﹤0.01% 1382
2022
Q3
Sell
-3
Closed -$11K 2043
2022
Q2
$11K Sell
3
-13
-81% -$47.7K ﹤0.01% 1417
2022
Q1
$78K Buy
16
+10
+167% +$48.8K 0.01% 1028
2021
Q4
$69K Buy
+6
New +$69K 0.01% 1252