Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-446
Closed -$32.9K 432
2024
Q4
$32.9K Buy
446
+64
+17% +$4.72K 0.02% 403
2024
Q3
$33.8K Sell
382
-3,248
-89% -$287K 0.02% 382
2024
Q2
$274K Buy
3,630
+39
+1% +$2.94K 0.16% 136
2024
Q1
$338K Buy
3,591
+1,218
+51% +$114K 0.19% 122
2023
Q4
$258K Buy
2,373
+149
+7% +$16.2K 0.18% 119
2023
Q3
$213K Buy
2,224
+47
+2% +$4.49K 0.2% 108
2023
Q2
$240K Buy
2,177
+11
+0.5% +$1.21K 0.22% 98
2023
Q1
$265K Sell
2,166
-206
-9% -$25.2K 0.24% 99
2022
Q4
$278K Buy
2,372
+90
+4% +$10.5K 0.27% 90
2022
Q3
$190K Buy
2,282
+1,282
+128% +$107K 0.18% 122
2022
Q2
$4.76K Sell
1,000
-1,957
-66% -$9.32K ﹤0.01% 547
2022
Q1
$397K Sell
2,957
-680,992
-100% -$91.4M 0.25% 87
2021
Q4
$4.1K Buy
+683,949
New +$4.1K 0.03% 183
2021
Q2
$651K Buy
+4,217
New +$651K 0.29% 75