Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,271
Closed -$206K 109
2024
Q4
$206K Sell
1,271
-1,000
-44% -$162K 0.11% 103
2024
Q3
$370K Hold
2,271
0.2% 78
2024
Q2
$310K Hold
2,271
0.18% 83
2024
Q1
$348K Hold
2,271
0.21% 79
2023
Q4
$324K Sell
2,271
-100
-4% -$14.3K 0.21% 79
2023
Q3
$311K Hold
2,371
0.21% 76
2023
Q2
$377K Sell
2,371
-96
-4% -$15.3K 0.24% 69
2023
Q1
$390K Hold
2,467
0.26% 68
2022
Q4
$346K Hold
2,467
0.24% 73
2022
Q3
$317K Hold
2,467
0.26% 71
2022
Q2
$347K Hold
2,467
0.26% 67
2022
Q1
$343K Hold
2,467
0.22% 70
2021
Q4
$430K Buy
+2,467
New +$430K 0.26% 65
2021
Q1
$343K Buy
+2,467
New +$343K 0.22% 70