Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-84
Closed -$4.88K 567
2024
Q4
$4.88K Buy
84
+9
+12% +$523 ﹤0.01% 711
2024
Q3
$4.9K Sell
75
-50
-40% -$3.26K ﹤0.01% 1016
2024
Q2
$8.04K Sell
125
-75
-38% -$4.82K ﹤0.01% 603
2024
Q1
$12.8K Sell
200
-27
-12% -$1.72K 0.01% 519
2023
Q4
$12.6K Sell
227
-1,691
-88% -$93.7K 0.01% 483
2023
Q3
$113K Buy
1,918
+234
+14% +$13.8K 0.05% 227
2023
Q2
$110K Sell
1,684
-549
-25% -$35.7K 0.06% 200
2023
Q1
$123K Sell
2,233
-339
-13% -$18.7K 0.07% 194
2022
Q4
$136K Buy
2,572
+417
+19% +$22K 0.08% 180
2022
Q3
$94K Sell
2,155
-87
-4% -$3.8K 0.06% 209
2022
Q2
$108K Buy
2,242
+1,349
+151% +$65.3K 0.07% 178
2022
Q1
$49K Sell
893
-330
-27% -$18.1K 0.04% 134
2021
Q4
$58K Buy
1,223
+8
+0.7% +$379 0.04% 328
2021
Q3
$48K Buy
1,215
+72
+6% +$2.84K 0.03% 399
2021
Q2
$46K Buy
+1,143
New +$46K 0.04% 358