Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,308
Closed -$209K 508
2024
Q4
$209K Sell
4,308
-58
-1% -$2.82K 0.01% 496
2024
Q3
$288K Buy
4,366
+92
+2% +$6.07K 0.02% 483
2024
Q2
$246K Sell
4,274
-126
-3% -$7.25K 0.02% 488
2024
Q1
$280K Buy
4,400
+155
+4% +$9.87K 0.02% 495
2023
Q4
$268K Sell
4,245
-168
-4% -$10.6K 0.02% 493
2023
Q3
$296K Buy
4,413
+420
+11% +$28.1K 0.02% 473
2023
Q2
$417K Buy
3,993
+445
+13% +$46.4K 0.03% 414
2023
Q1
$433K Buy
3,548
+168
+5% +$20.5K 0.04% 383
2022
Q4
$422K Buy
3,380
+264
+8% +$32.9K 0.04% 371
2022
Q3
$329K Buy
3,116
+510
+20% +$53.8K 0.04% 398
2022
Q2
$279K Buy
2,606
+367
+16% +$39.3K 0.04% 412
2022
Q1
$295K Buy
2,239
+263
+13% +$34.7K 0.03% 414
2021
Q4
$217K Buy
+1,976
New +$217K 0.03% 452
2017
Q1
Sell
-68
Closed -$4K 262
2016
Q4
$4K Buy
+68
New +$4K ﹤0.01% 578