Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-256
Closed -$33.2K 417
2024
Q4
$33.2K Hold
256
0.02% 401
2024
Q3
$34.9K Buy
256
+2
+0.8% +$273 0.02% 376
2024
Q2
$26K Sell
254
-1,381
-84% -$141K 0.01% 406
2024
Q1
$145K Buy
1,635
+423
+35% +$37.5K 0.08% 214
2023
Q4
$111K Buy
1,212
+266
+28% +$24.3K 0.08% 198
2023
Q3
$74.1K Buy
946
+21
+2% +$1.64K 0.07% 204
2023
Q2
$77.4K Sell
925
-564
-38% -$47.2K 0.07% 208
2023
Q1
$131K Buy
1,489
+164
+12% +$14.4K 0.12% 154
2022
Q4
$133K Sell
1,325
-172
-11% -$17.2K 0.13% 143
2022
Q3
$138K Sell
1,497
-617,555
-100% -$56.9M 0.13% 151
2022
Q2
$9.14M Buy
619,052
+617,303
+35,295% +$9.11M 7.27% 1
2022
Q1
$217K Sell
1,749
-316,775
-99% -$39.3M 0.14% 149
2021
Q4
$1.5K Buy
+318,524
New +$1.5K 0.01% 330
2021
Q2
$346K Buy
+2,082
New +$346K 0.15% 137
2018
Q1
$400K Buy
+2,180
New +$400K 0.33% 69