Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,577
Closed -$213K 277
2024
Q4
$213K Sell
1,577
-138
-8% -$18.7K 0.01% 225
2024
Q3
$267K Buy
1,715
+130
+8% +$20.3K 0.02% 184
2024
Q2
$235K Buy
1,585
+282
+22% +$41.7K 0.02% 183
2024
Q1
$231K Sell
1,303
-588
-31% -$104K 0.02% 176
2023
Q4
$269K Buy
+1,891
New +$269K 0.02% 153
2022
Q2
Sell
-1,191
Closed -$253K 167
2022
Q1
$253K Buy
1,191
+64
+6% +$13.6K 0.04% 139
2021
Q4
$261K Sell
1,127
-67
-6% -$15.5K 0.04% 141
2021
Q3
$273K Buy
1,194
+106
+10% +$24.2K 0.05% 127
2021
Q2
$263K Buy
1,088
+7
+0.6% +$1.69K 0.06% 119
2021
Q1
$214K Buy
+1,081
New +$214K 0.1% 111