Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-78
Closed -$1.93K 641
2024
Q4
$1.93K Hold
78
﹤0.01% 883
2024
Q3
$2.25K Sell
78
-31
-28% -$895 ﹤0.01% 1203
2024
Q2
$2.6K Sell
109
-98
-47% -$2.34K ﹤0.01% 854
2024
Q1
$6.53K Buy
207
+3
+1% +$95 ﹤0.01% 663
2023
Q4
$5.99K Sell
204
-194
-49% -$5.69K ﹤0.01% 605
2023
Q3
$11.1K Sell
398
-282
-41% -$7.83K 0.01% 587
2023
Q2
$27.6K Sell
680
-1,109
-62% -$45.1K 0.02% 485
2023
Q1
$88.4K Sell
1,789
-218
-11% -$10.8K 0.05% 272
2022
Q4
$90.7K Buy
2,007
+486
+32% +$22K 0.05% 257
2022
Q3
$66K Buy
1,521
+13
+0.9% +$564 0.04% 283
2022
Q2
$64.7K Buy
1,508
+834
+124% +$35.8K 0.04% 298
2022
Q1
$30K Sell
674
-259
-28% -$11.5K 0.02% 199
2021
Q4
$55K Sell
933
-16
-2% -$943 0.04% 339
2021
Q3
$53K Buy
949
+72
+8% +$4.02K 0.03% 379
2021
Q2
$58K Buy
+877
New +$58K 0.05% 295