Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,915
Closed -$24.4K 3204
2024
Q4
$24.4K Buy
3,915
+803
+26% +$5K ﹤0.01% 2002
2024
Q3
$23.5K Buy
+3,112
New +$23.5K ﹤0.01% 1809
2024
Q2
Sell
-1,080
Closed -$12.5K 2551
2024
Q1
$12.5K Sell
1,080
-2,144
-67% -$24.9K ﹤0.01% 1658
2023
Q4
$50K Buy
3,224
+2,134
+196% +$33.1K 0.01% 1232
2023
Q3
$28.3K Buy
+1,090
New +$28.3K ﹤0.01% 1341