Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27
Closed -$2.06K 851
2024
Q4
$2.06K Hold
27
﹤0.01% 873
2024
Q3
$2.11K Hold
27
﹤0.01% 1220
2024
Q2
$1.93K Hold
27
﹤0.01% 890
2024
Q1
$2.19K Sell
27
-66
-71% -$5.36K ﹤0.01% 870
2023
Q4
$6.8K Sell
93
-945
-91% -$69.1K ﹤0.01% 593
2023
Q3
$68.6K Sell
1,038
-45
-4% -$2.97K 0.03% 341
2023
Q2
$80.4K Buy
1,083
+46
+4% +$3.41K 0.05% 268
2023
Q1
$80.1K Buy
1,037
+438
+73% +$33.8K 0.04% 296
2022
Q4
$45.8K Sell
599
-348
-37% -$26.6K 0.03% 395
2022
Q3
$67K Sell
947
-15
-2% -$1.06K 0.04% 278
2022
Q2
$81.5K Buy
+962
New +$81.5K 0.05% 242
2022
Q1
Sell
-956
Closed -$75K 882
2021
Q4
$75K Sell
956
-956
-50% -$75K 0.05% 251
2021
Q3
$150K Buy
1,912
+977
+104% +$76.6K 0.08% 156
2021
Q2
$73K Buy
+935
New +$73K 0.06% 218