Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,587
Closed -$36.1K 852
2024
Q4
$36.1K Sell
1,587
-772
-33% -$17.6K 0.02% 385
2024
Q3
$51.9K Sell
2,359
-24
-1% -$528 0.02% 438
2024
Q2
$45.5K Sell
2,383
-1,203
-34% -$23K 0.03% 338
2024
Q1
$63.1K Sell
3,586
-296
-8% -$5.21K 0.04% 277
2023
Q4
$65.1K Buy
3,882
+2,219
+133% +$37.2K 0.04% 264
2023
Q3
$25K Sell
1,663
-2,112
-56% -$31.7K 0.01% 497
2023
Q2
$60.2K Sell
3,775
-1,424
-27% -$22.7K 0.03% 333
2023
Q1
$100K Sell
5,199
-619
-11% -$11.9K 0.05% 239
2022
Q4
$107K Buy
5,818
+3,780
+185% +$69.6K 0.06% 218
2022
Q3
$31K Sell
2,038
-4,778
-70% -$72.7K 0.02% 436
2022
Q2
$143K Buy
+6,816
New +$143K 0.09% 148
2022
Q1
Sell
-9,216
Closed -$171K 883
2021
Q4
$171K Sell
9,216
-4,131
-31% -$76.6K 0.11% 112
2021
Q3
$273K Buy
13,347
+3,757
+39% +$76.8K 0.15% 94
2021
Q2
$213K Buy
+9,590
New +$213K 0.17% 81