Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-68
Closed -$5.77K 269
2024
Q4
$5.77K Hold
68
﹤0.01% 676
2024
Q3
$4.19K Sell
68
-38
-36% -$2.34K ﹤0.01% 1061
2024
Q2
$5.11K Sell
106
-65
-38% -$3.13K ﹤0.01% 704
2024
Q1
$8.46K Sell
171
-26
-13% -$1.29K 0.01% 614
2023
Q4
$8.87K Sell
197
-1,311
-87% -$59K 0.01% 545
2023
Q3
$71.3K Buy
1,508
+429
+40% +$20.3K 0.03% 331
2023
Q2
$45.8K Sell
1,079
-267
-20% -$11.3K 0.03% 382
2023
Q1
$70.7K Sell
1,346
-206
-13% -$10.8K 0.04% 311
2022
Q4
$79.1K Buy
1,552
+584
+60% +$29.8K 0.04% 283
2022
Q3
$39K Buy
968
+151
+18% +$6.08K 0.02% 389
2022
Q2
$37.3K Buy
817
+405
+98% +$18.5K 0.02% 426
2022
Q1
$25K Sell
412
-146
-26% -$8.86K 0.02% 217
2021
Q4
$42K Buy
558
+130
+30% +$9.79K 0.03% 407
2021
Q3
$23K Sell
428
-62
-13% -$3.33K 0.01% 570
2021
Q2
$30K Buy
+490
New +$30K 0.02% 457