Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-665
Closed -$77.2K 966
2024
Q4
$77.2K Sell
665
-364
-35% -$42.2K 0.05% 258
2024
Q3
$139K Sell
1,029
-16
-2% -$2.16K 0.05% 224
2024
Q2
$142K Buy
1,045
+916
+710% +$124K 0.09% 163
2024
Q1
$16.7K Buy
129
+30
+30% +$3.88K 0.01% 470
2023
Q4
$11.3K Sell
99
-1,004
-91% -$115K 0.01% 506
2023
Q3
$100K Buy
1,103
+107
+11% +$9.74K 0.05% 249
2023
Q2
$112K Sell
996
-23
-2% -$2.59K 0.06% 192
2023
Q1
$107K Sell
1,019
-14
-1% -$1.47K 0.06% 219
2022
Q4
$114K Sell
1,033
-130
-11% -$14.4K 0.06% 208
2022
Q3
$102K Sell
1,163
-75
-6% -$6.58K 0.06% 190
2022
Q2
$96.8K Buy
1,238
+1,210
+4,321% +$94.6K 0.06% 203
2022
Q1
$2K Sell
28
-863
-97% -$61.6K ﹤0.01% 281
2021
Q4
$107K Sell
891
-472
-35% -$56.7K 0.07% 167
2021
Q3
$171K Buy
1,363
+558
+69% +$70K 0.1% 137
2021
Q2
$98K Buy
+805
New +$98K 0.08% 157