Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,238
Closed -$7.9K 925
2024
Q4
$7.9K Sell
3,238
-4,786
-60% -$11.7K 0.01% 494
2024
Q3
$24.7K Hold
8,024
0.02% 272
2024
Q2
$21.7K Sell
8,024
-798
-9% -$2.16K 0.02% 276
2024
Q1
$23K Buy
8,822
+4,036
+84% +$10.5K 0.02% 278
2023
Q4
$15.1K Buy
+4,786
New +$15.1K 0.01% 325