Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-852
Closed -$38K 2571
2024
Q4
$38K Buy
852
+182
+27% +$8.12K 0.02% 956
2024
Q3
$32K Sell
670
-262
-28% -$12.5K 0.02% 1041
2024
Q2
$47K Hold
932
0.03% 884
2024
Q1
$50K Buy
932
+233
+33% +$12.5K 0.03% 879
2023
Q4
$40K Hold
699
0.03% 950
2023
Q3
$43K Buy
699
+2
+0.3% +$123 0.03% 828
2023
Q2
$41K Buy
697
+435
+166% +$25.6K 0.03% 860
2023
Q1
$19K Sell
262
-28
-10% -$2.03K 0.02% 1025
2022
Q4
$21K Hold
290
0.02% 1021
2022
Q3
$24K Hold
290
0.02% 953
2022
Q2
$23K Hold
290
0.02% 942
2022
Q1
$30K Buy
+290
New +$30K 0.02% 945