Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-423
Closed -$83.8K 883
2024
Q4
$83.8K Sell
423
-5
-1% -$991 0.05% 239
2024
Q3
$74.6K Buy
428
+35
+9% +$6.1K 0.03% 364
2024
Q2
$68.5K Buy
393
+36
+10% +$6.28K 0.04% 290
2024
Q1
$48.7K Buy
357
+221
+163% +$30.2K 0.03% 311
2023
Q4
$14.1K Hold
136
0.01% 459
2023
Q3
$11.8K Hold
136
0.01% 577
2023
Q2
$13.7K Sell
136
-48
-26% -$4.84K 0.01% 564
2023
Q1
$17.1K Hold
184
0.01% 536
2022
Q4
$13.7K Buy
184
+13
+8% +$968 0.01% 562
2022
Q3
$12K Buy
171
+31
+22% +$2.18K 0.01% 576
2022
Q2
$11.4K Buy
+140
New +$11.4K 0.01% 616
2022
Q1
Sell
-190
Closed -$23K 913
2021
Q4
$23K Sell
190
-126
-40% -$15.3K 0.01% 527
2021
Q3
$35K Buy
316
+126
+66% +$14K 0.02% 472
2021
Q2
$25K Buy
+190
New +$25K 0.02% 502