Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40
Closed -$403 878
2024
Q4
$403 Sell
40
-216
-84% -$2.18K ﹤0.01% 970
2024
Q3
$3.75K Sell
256
-152
-37% -$2.22K ﹤0.01% 1090
2024
Q2
$6.4K Sell
408
-255
-38% -$4K ﹤0.01% 646
2024
Q1
$11.6K Sell
663
-72
-10% -$1.26K 0.01% 545
2023
Q4
$10.4K Sell
735
-5,089
-87% -$72K 0.01% 520
2023
Q3
$78.3K Buy
5,824
+1,340
+30% +$18K 0.04% 304
2023
Q2
$57K Sell
4,484
-807
-15% -$10.3K 0.03% 340
2023
Q1
$76.1K Sell
5,291
-305
-5% -$4.39K 0.04% 303
2022
Q4
$76.7K Buy
5,596
+1,962
+54% +$26.9K 0.04% 292
2022
Q3
$44K Buy
3,634
+216
+6% +$2.62K 0.03% 359
2022
Q2
$57.4K Buy
+3,418
New +$57.4K 0.03% 323
2022
Q1
Sell
-2,878
Closed -$69K 909
2021
Q4
$69K Buy
2,878
+186
+7% +$4.46K 0.04% 269
2021
Q3
$67K Buy
2,692
+8
+0.3% +$199 0.04% 312
2021
Q2
$62K Buy
+2,684
New +$62K 0.05% 270