Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,083
Closed -$63.1K 614
2024
Q4
$63.1K Sell
20,083
-1,055
-5% -$3.31K 0.03% 434
2024
Q3
$104K Buy
21,138
+375
+2% +$1.85K 0.05% 372
2024
Q2
$91.6K Buy
20,763
+8,862
+74% +$39.1K 0.04% 352
2024
Q1
$80.3K Sell
11,901
-816
-6% -$5.51K 0.04% 392
2023
Q4
$94.9K Buy
+12,717
New +$94.9K 0.06% 383