Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,000
Closed -$66.1K 165
2024
Q4
$66.1K Hold
14,000
0.04% 129
2024
Q3
$53.2K Sell
14,000
-6,328
-31% -$24K 0.03% 133
2024
Q2
$72.2K Sell
20,328
-7,000
-26% -$24.9K 0.04% 125
2024
Q1
$85.8K Buy
+27,328
New +$85.8K 0.06% 113
2023
Q4
Sell
-36,328
Closed -$129K 88
2023
Q3
$129K Sell
36,328
-14,800
-29% -$52.4K 0.13% 100
2023
Q2
$175K Sell
51,128
-14,500
-22% -$49.7K 0.16% 103
2023
Q1
$198K Hold
65,628
0.19% 95
2022
Q4
$211K Buy
+65,628
New +$211K 0.23% 91