Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9
Closed -$1.38K 215
2024
Q4
$1.38K Sell
9
-17
-65% -$2.6K ﹤0.01% 922
2024
Q3
$5.04K Hold
26
﹤0.01% 1007
2024
Q2
$6.03K Hold
26
﹤0.01% 666
2024
Q1
$5.61K Buy
26
+17
+189% +$3.67K ﹤0.01% 697
2023
Q4
$2.33K Hold
9
﹤0.01% 725
2023
Q3
$2.31K Hold
9
﹤0.01% 745
2023
Q2
$2.56K Sell
9
-152
-94% -$43.3K ﹤0.01% 734
2023
Q1
$44.8K Hold
161
0.02% 403
2022
Q4
$44.6K Sell
161
-31
-16% -$8.58K 0.03% 398
2022
Q3
$51K Sell
192
-20
-9% -$5.31K 0.03% 327
2022
Q2
$43.2K Buy
+212
New +$43.2K 0.03% 392
2022
Q1
Sell
-223
Closed -$54K 368
2021
Q4
$54K Sell
223
-131
-37% -$31.7K 0.03% 340
2021
Q3
$100K Buy
354
+177
+100% +$50K 0.06% 229
2021
Q2
$62K Buy
+177
New +$62K 0.05% 268