Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-54
Closed -$6.04K 1431
2024
Q4
$6.04K Buy
+54
New +$6.04K ﹤0.01% 1353
2024
Q3
Sell
-4,580
Closed -$538K 1415
2024
Q2
$538K Buy
4,580
+216
+5% +$25.4K 0.01% 687
2024
Q1
$570K Sell
4,364
-559
-11% -$73K 0.01% 638
2023
Q4
$612K Hold
4,923
0.02% 545
2023
Q3
$520K Sell
4,923
-1,080
-18% -$114K 0.01% 610
2023
Q2
$675K Sell
6,003
-198
-3% -$22.3K 0.02% 495
2023
Q1
$666K Sell
6,201
-537
-8% -$57.7K 0.02% 429
2022
Q4
$747K Buy
6,738
+107
+2% +$11.9K 0.02% 366
2022
Q3
$586K Sell
6,631
-624
-9% -$55.1K 0.02% 394
2022
Q2
$675K Buy
7,255
+164
+2% +$15.3K 0.02% 374
2022
Q1
$654K Buy
7,091
+6
+0.1% +$553 0.01% 449
2021
Q4
$592K Buy
7,085
+126
+2% +$10.5K 0.01% 547
2021
Q3
$595K Buy
+6,959
New +$595K 0.02% 447