Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-47,466
Closed -$2.48M 665
2024
Q4
$2.48M Sell
47,466
-12,505
-21% -$654K 0.01% 403
2024
Q3
$3.26M Buy
59,971
+10,434
+21% +$567K 0.02% 365
2024
Q2
$2.55M Sell
49,537
-2,740
-5% -$141K 0.01% 344
2024
Q1
$2.59M Sell
52,277
-7,453
-12% -$370K 0.01% 354
2023
Q4
$3.01M Sell
59,730
-1,590
-3% -$80.1K 0.02% 384
2023
Q3
$2.96M Buy
+61,320
New +$2.96M 0.02% 374
2023
Q2
Sell
-76,294
Closed -$3.45M 676
2023
Q1
$3.45M Sell
76,294
-1,989
-3% -$89.9K 0.02% 350
2022
Q4
$3.26M Buy
+78,283
New +$3.26M 0.02% 409