Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$296K Buy
30,476
+12,318
+68% +$119K 0.01% 870
2024
Q4
$171K Sell
18,158
-2,261
-11% -$21.3K 0.01% 948
2024
Q3
$231K Buy
20,419
+145
+0.7% +$1.64K 0.01% 804
2024
Q2
$198K Buy
20,274
+9,835
+94% +$96.2K 0.01% 808
2024
Q1
$99.3K Buy
+10,439
New +$99.3K 0.01% 698
2023
Q4
Sell
-10,813
Closed -$99K 696
2023
Q3
$99K Buy
+10,813
New +$99K 0.01% 637
2021
Q4
Sell
-11,546
Closed -$134K 581
2021
Q3
$134K Sell
11,546
-771
-6% -$8.95K 0.01% 517
2021
Q2
$141K Buy
12,317
+478
+4% +$5.47K 0.01% 508
2021
Q1
$138K Sell
11,839
-1,806
-13% -$21.1K 0.02% 472
2020
Q4
$161K Sell
13,645
-175
-1% -$2.07K 0.02% 456
2020
Q3
$153K Buy
+13,820
New +$153K 0.02% 373