Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-101
Closed -$63.5K 530
2024
Q4
$63.5K Sell
101
-18
-15% -$11.3K 0.04% 297
2024
Q3
$73.9K Buy
119
+4
+3% +$2.48K 0.03% 366
2024
Q2
$75.5K Sell
115
-4
-3% -$2.63K 0.05% 275
2024
Q1
$77.3K Buy
119
+48
+68% +$31.2K 0.05% 256
2023
Q4
$44.3K Sell
71
-8
-10% -$4.99K 0.03% 311
2023
Q3
$40.3K Buy
79
+4
+5% +$2.04K 0.02% 445
2023
Q2
$34.3K Sell
75
-56
-43% -$25.6K 0.02% 438
2023
Q1
$58.3K Sell
131
-11
-8% -$4.9K 0.03% 349
2022
Q4
$55.2K Buy
142
+4
+3% +$1.56K 0.03% 354
2022
Q3
$53K Buy
138
+2
+1% +$768 0.03% 323
2022
Q2
$52.4K Buy
+136
New +$52.4K 0.03% 352
2022
Q1
Sell
-463
Closed -$298K 607
2021
Q4
$298K Sell
463
-97
-17% -$62.4K 0.19% 72
2021
Q3
$304K Sell
560
-6
-1% -$3.26K 0.17% 80
2021
Q2
$283K Buy
+566
New +$283K 0.23% 59