Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,078
Closed -$131K 534
2024
Q4
$131K Buy
2,078
+299
+17% +$18.9K 0.07% 230
2024
Q3
$134K Buy
1,779
+1,115
+168% +$83.8K 0.08% 206
2024
Q2
$48.3K Sell
664
-48
-7% -$3.49K 0.03% 336
2024
Q1
$54.8K Hold
712
0.03% 341
2023
Q4
$43.8K Sell
712
-819
-53% -$50.4K 0.03% 326
2023
Q3
$70.4K Buy
1,531
+836
+120% +$38.4K 0.07% 212
2023
Q2
$30K Buy
695
+200
+40% +$8.63K 0.03% 321
2023
Q1
$15.7K Hold
495
0.01% 371
2022
Q4
$12.2K Hold
495
0.01% 342
2022
Q3
$13K Buy
495
+457
+1,203% +$12K 0.01% 357
2022
Q2
$14.6K Sell
38
-442
-92% -$170K 0.01% 421
2022
Q1
$17K Sell
480
-81,199
-99% -$2.88M 0.01% 452
2021
Q4
$1.95K Buy
+81,679
New +$1.95K 0.02% 288
2021
Q2
$174K Buy
+3,470
New +$174K 0.08% 225