Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-719
Closed -$74.4K 133
2024
Q4
$74.4K Buy
+719
New +$74.4K 0.05% 272
2024
Q3
Sell
-719
Closed -$64.2K 1367
2024
Q2
$64.2K Hold
719
0.04% 301
2024
Q1
$61.7K Buy
719
+26
+4% +$2.23K 0.04% 278
2023
Q4
$57.2K Hold
693
0.04% 276
2023
Q3
$53.2K Hold
693
0.02% 398
2023
Q2
$48.4K Hold
693
0.03% 370
2023
Q1
$44.7K Hold
693
0.02% 404
2022
Q4
$49.9K Sell
693
-30
-4% -$2.16K 0.03% 375
2022
Q3
$41K Sell
723
-19
-3% -$1.08K 0.03% 372
2022
Q2
$41.1K Buy
+742
New +$41.1K 0.02% 404
2022
Q1
Sell
-999
Closed -$59K 303
2021
Q4
$59K Sell
999
-947
-49% -$55.9K 0.04% 318
2021
Q3
$102K Buy
1,946
+469
+32% +$24.6K 0.06% 224
2021
Q2
$75K Buy
+1,477
New +$75K 0.06% 204