Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,461
Closed -$63.4K 894
2024
Q4
$63.4K Sell
1,461
-716
-33% -$31.1K 0.04% 298
2024
Q3
$98.7K Buy
2,177
+28
+1% +$1.27K 0.04% 298
2024
Q2
$88.4K Sell
2,149
-1,001
-32% -$41.2K 0.05% 248
2024
Q1
$118K Buy
3,150
+218
+7% +$8.16K 0.07% 184
2023
Q4
$112K Sell
2,932
-3,384
-54% -$130K 0.07% 193
2023
Q3
$225K Buy
6,316
+1,752
+38% +$62.5K 0.1% 132
2023
Q2
$196K Sell
4,564
-366
-7% -$15.7K 0.11% 128
2023
Q1
$202K Sell
4,930
-1,045
-17% -$42.9K 0.11% 123
2022
Q4
$231K Buy
5,975
+1,151
+24% +$44.6K 0.13% 117
2022
Q3
$201K Buy
+4,824
New +$201K 0.12% 119
2021
Q4
Sell
-3
Closed 1203
2021
Q3
$0 Hold
3
﹤0.01% 1111
2021
Q2
$1K Buy
+3
New +$1K ﹤0.01% 936