Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,447
Closed -$142K 702
2024
Q4
$142K Buy
14,447
+1,786
+14% +$17.6K 0.01% 664
2024
Q3
$145K Sell
12,661
-60
-0.5% -$689 0.01% 651
2024
Q2
$127K Sell
12,721
-1,796
-12% -$17.9K 0.01% 613
2024
Q1
$171K Sell
14,517
-14
-0.1% -$165 0.01% 607
2023
Q4
$166K Buy
14,531
+158
+1% +$1.81K 0.01% 585
2023
Q3
$165K Sell
14,373
-145
-1% -$1.67K 0.01% 553
2023
Q2
$169K Buy
14,518
+855
+6% +$9.95K 0.01% 556
2023
Q1
$163K Buy
13,663
+141
+1% +$1.68K 0.01% 539
2022
Q4
$134K Buy
+13,522
New +$134K 0.01% 543