Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-110
Closed -$39.5K 166
2024
Q4
$39.5K Sell
110
-7
-6% -$2.51K 0.02% 370
2024
Q3
$40.5K Sell
117
-4
-3% -$1.38K 0.02% 481
2024
Q2
$35.5K Sell
121
-28
-19% -$8.22K 0.02% 372
2024
Q1
$49.7K Buy
149
+27
+22% +$9.01K 0.03% 307
2023
Q4
$35.5K Sell
122
-12
-9% -$3.49K 0.02% 335
2023
Q3
$43.4K Sell
134
-5
-4% -$1.62K 0.02% 434
2023
Q2
$48K Buy
139
+5
+4% +$1.73K 0.03% 371
2023
Q1
$42.2K Sell
134
-4
-3% -$1.26K 0.02% 414
2022
Q4
$41.4K Hold
138
0.02% 408
2022
Q3
$37K Sell
138
-5
-3% -$1.34K 0.02% 399
2022
Q2
$38.6K Buy
+143
New +$38.6K 0.02% 421
2022
Q1
Sell
-166
Closed -$50K 321
2021
Q4
$50K Sell
166
-17
-9% -$5.12K 0.03% 362
2021
Q3
$52K Buy
183
+10
+6% +$2.84K 0.03% 382
2021
Q2
$44K Buy
+173
New +$44K 0.04% 371