Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-100
Closed -$41.9K 595
2024
Q4
$41.9K Sell
100
-31
-24% -$13K 0.03% 356
2024
Q3
$62.5K Buy
131
+5
+4% +$2.38K 0.02% 400
2024
Q2
$55.3K Buy
126
+10
+9% +$4.39K 0.03% 319
2024
Q1
$53.9K Buy
116
+1
+0.9% +$464 0.03% 296
2023
Q4
$47.2K Sell
115
-32
-22% -$13.1K 0.03% 305
2023
Q3
$54.7K Buy
147
+4
+3% +$1.49K 0.03% 391
2023
Q2
$54.5K Buy
143
+6
+4% +$2.29K 0.03% 348
2023
Q1
$48.7K Sell
137
-25
-15% -$8.89K 0.03% 385
2022
Q4
$52.8K Buy
162
+31
+24% +$10.1K 0.03% 361
2022
Q3
$35K Sell
131
-28
-18% -$7.48K 0.02% 420
2022
Q2
$45.7K Buy
+159
New +$45.7K 0.03% 376
2022
Q1
Sell
-153
Closed -$53K 655
2021
Q4
$53K Sell
153
-149
-49% -$51.6K 0.03% 353
2021
Q3
$88K Buy
302
+46
+18% +$13.4K 0.05% 263
2021
Q2
$75K Buy
+256
New +$75K 0.06% 208