Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-255
Closed -$116K 376
2024
Q4
$116K Sell
255
-126
-33% -$57.2K 0.07% 182
2024
Q3
$164K Sell
381
-23
-6% -$9.9K 0.06% 198
2024
Q2
$147K Sell
404
-52
-11% -$19K 0.09% 156
2024
Q1
$160K Buy
456
+34
+8% +$11.9K 0.1% 150
2023
Q4
$90.9K Hold
422
0.06% 220
2023
Q3
$88.8K Sell
422
-3
-0.7% -$631 0.04% 274
2023
Q2
$78.5K Sell
425
-4
-0.9% -$739 0.04% 273
2023
Q1
$69.8K Hold
429
0.04% 315
2022
Q4
$63.5K Hold
429
0.04% 326
2022
Q3
$50K Sell
429
-14
-3% -$1.63K 0.03% 332
2022
Q2
$45.6K Buy
+443
New +$45.6K 0.03% 377
2022
Q1
Sell
-461
Closed -$59K 490
2021
Q4
$59K Sell
461
-461
-50% -$59K 0.04% 321
2021
Q3
$106K Buy
922
+461
+100% +$53K 0.06% 218
2021
Q2
$58K Buy
+461
New +$58K 0.05% 293