Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-94
Closed -$38K 243
2024
Q4
$38K Sell
94
-25
-21% -$10.1K 0.02% 378
2024
Q3
$60K Sell
119
-3
-2% -$1.51K 0.02% 407
2024
Q2
$52.5K Buy
122
+19
+18% +$8.17K 0.03% 324
2024
Q1
$39K Sell
103
-29
-22% -$11K 0.02% 337
2023
Q4
$42.8K Buy
132
+63
+91% +$20.4K 0.03% 317
2023
Q3
$21.7K Buy
69
+42
+156% +$13.2K 0.01% 514
2023
Q2
$9.2K Buy
27
+2
+8% +$682 0.01% 604
2023
Q1
$7.41K Sell
25
-3
-11% -$889 ﹤0.01% 622
2022
Q4
$8.42K Sell
28
-2
-7% -$601 ﹤0.01% 615
2022
Q3
$8K Hold
30
﹤0.01% 614
2022
Q2
$8.45K Buy
+30
New +$8.45K 0.01% 656
2022
Q1
Sell
-66
Closed -$18K 394
2021
Q4
$18K Sell
66
-24
-27% -$6.55K 0.01% 567
2021
Q3
$24K Hold
90
0.01% 559
2021
Q2
$24K Buy
+90
New +$24K 0.02% 504