Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,343
Closed -$80.5K 294
2024
Q4
$80.5K Sell
8,343
-295
-3% -$2.85K 0.04% 278
2024
Q3
$91.2K Sell
8,638
-636
-7% -$6.72K 0.05% 239
2024
Q2
$116K Sell
9,274
-1,001
-10% -$12.6K 0.07% 224
2024
Q1
$136K Buy
10,275
+242
+2% +$3.21K 0.08% 222
2023
Q4
$122K Buy
10,033
+2,713
+37% +$33.1K 0.09% 187
2023
Q3
$90.9K Buy
7,320
+196
+3% +$2.43K 0.08% 187
2023
Q2
$108K Sell
7,124
-1,031
-13% -$15.6K 0.1% 180
2023
Q1
$103K Sell
8,155
-41,345
-84% -$521K 0.09% 178
2022
Q4
$576K Buy
49,500
+10,787
+28% +$125K 0.56% 43
2022
Q3
$434K Buy
38,713
+38,533
+21,407% +$432K 0.41% 54
2022
Q2
$10.2K Sell
180
-26,835
-99% -$1.52M 0.01% 452
2022
Q1
$456K Sell
27,015
-356,440
-93% -$6.02M 0.28% 72
2021
Q4
$18.5K Buy
+383,455
New +$18.5K 0.15% 59
2021
Q2
$265K Buy
+17,847
New +$265K 0.12% 184