Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-60
Closed -$7.69K 485
2024
Q4
$7.69K Hold
60
﹤0.01% 384
2024
Q3
$8.12K Sell
60
-1,396
-96% -$189K ﹤0.01% 366
2024
Q2
$149K Buy
1,456
+1,378
+1,767% +$141K 0.02% 203
2024
Q1
$6.9K Sell
78
-229
-75% -$20.2K ﹤0.01% 318
2023
Q4
$28.1K Sell
307
-909
-75% -$83.2K 0.01% 281
2023
Q3
$95.1K Hold
1,216
0.02% 201
2023
Q2
$102K Buy
1,216
+19
+2% +$1.59K 0.02% 175
2023
Q1
$105K Sell
1,197
-60
-5% -$5.27K 0.02% 174
2022
Q4
$127K Buy
+1,257
New +$127K 0.03% 186