Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-208
Closed -$94.8K 786
2024
Q4
$94.8K Sell
208
-18
-8% -$8.2K 0.06% 218
2024
Q3
$98.8K Sell
226
-12
-5% -$5.25K 0.04% 297
2024
Q2
$113K Sell
238
-25
-10% -$11.9K 0.07% 188
2024
Q1
$154K Sell
263
-75
-22% -$43.9K 0.1% 157
2023
Q4
$148K Buy
338
+159
+89% +$69.7K 0.09% 166
2023
Q3
$71.4K Buy
179
+58
+48% +$23.1K 0.03% 330
2023
Q2
$41.4K Sell
121
-48
-28% -$16.4K 0.02% 394
2023
Q1
$46K Buy
+169
New +$46K 0.03% 400