Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-815
Closed -$23.4K 465
2024
Q4
$23.4K Sell
815
-241
-23% -$6.92K 0.01% 442
2024
Q3
$31.4K Sell
1,056
-42
-4% -$1.25K 0.01% 535
2024
Q2
$37K Sell
1,098
-242
-18% -$8.16K 0.02% 368
2024
Q1
$48.4K Sell
1,340
-601
-31% -$21.7K 0.03% 312
2023
Q4
$63.4K Sell
1,941
-1,655
-46% -$54.1K 0.04% 267
2023
Q3
$117K Buy
3,596
+1,798
+100% +$58.5K 0.05% 221
2023
Q2
$52.6K Buy
1,798
+5
+0.3% +$146 0.03% 354
2023
Q1
$50.3K Buy
+1,793
New +$50.3K 0.03% 376
2022
Q4
Sell
-1,191
Closed -$28K 971
2022
Q3
$28K Buy
1,191
+1,136
+2,065% +$26.7K 0.02% 445
2022
Q2
$1.54K Sell
55
-1,167
-95% -$32.6K ﹤0.01% 814
2022
Q1
$36K Buy
1,222
+55
+5% +$1.62K 0.03% 179
2021
Q4
$41K Hold
1,167
0.03% 418
2021
Q3
$38K Buy
+1,167
New +$38K 0.02% 450