Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-361
Closed -$20.7K 293
2024
Q4
$20.7K Sell
361
-53
-13% -$3.04K 0.01% 457
2024
Q3
$21.7K Sell
414
-24
-5% -$1.26K 0.01% 612
2024
Q2
$23.7K Sell
438
-13
-3% -$704 0.01% 423
2024
Q1
$26.1K Buy
451
+179
+66% +$10.4K 0.02% 387
2023
Q4
$13.3K Sell
272
-28
-9% -$1.37K 0.01% 471
2023
Q3
$12.9K Sell
300
-12
-4% -$517 0.01% 570
2023
Q2
$14.2K Buy
312
+30
+11% +$1.37K 0.01% 558
2023
Q1
$10.6K Sell
282
-2,468
-90% -$92.8K 0.01% 587
2022
Q4
$83.7K Buy
2,750
+1,054
+62% +$32.1K 0.05% 273
2022
Q3
$46K Sell
1,696
-12
-0.7% -$325 0.03% 350
2022
Q2
$46.4K Buy
+1,708
New +$46.4K 0.03% 373
2022
Q1
Sell
-336
Closed -$13K 436
2021
Q4
$13K Sell
336
-256
-43% -$9.91K 0.01% 634
2021
Q3
$20K Buy
592
+168
+40% +$5.68K 0.01% 587
2021
Q2
$15K Buy
+424
New +$15K 0.01% 603