Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-70
Closed -$27.6K 163
2024
Q4
$27.6K Hold
70
0.01% 154
2024
Q3
$23.4K Hold
70
0.01% 178
2024
Q2
$17.1K Buy
+70
New +$17.1K 0.01% 187
2023
Q4
$64.4K Hold
221
0.02% 122
2023
Q3
$58.4K Sell
221
-20
-8% -$5.29K 0.02% 121
2023
Q2
$79.4K Hold
241
0.03% 109
2023
Q1
$57.3K Buy
241
+45
+23% +$10.7K 0.02% 127
2022
Q4
$52.4K Buy
196
+50
+34% +$13.4K 0.02% 123
2022
Q3
$35.9K Buy
146
+30
+26% +$7.38K 0.02% 133
2022
Q2
$24.6K Buy
116
+30
+35% +$6.37K 0.01% 152
2022
Q1
$28K Buy
+86
New +$28K 0.01% 159