Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-22,177
Closed -$29.5K 58
2024
Q4
$29.5K Sell
22,177
-1,750
-7% -$2.33K 0.01% 50
2024
Q3
$39.7K Buy
23,927
+50
+0.2% +$83 0.02% 54
2024
Q2
$39.6K Sell
23,877
-93,995
-80% -$156K 0.02% 53
2024
Q1
$291K Buy
117,872
+105,551
+857% +$261K 0.14% 49
2023
Q4
$28.3K Buy
+12,321
New +$28.3K 0.01% 48
2022
Q2
Sell
-30,577
Closed -$238K 53
2022
Q1
$238K Buy
+30,577
New +$238K 0.18% 41
2020
Q1
Sell
-10,001
Closed -$171K 48
2019
Q4
$171K Buy
+10,001
New +$171K 0.09% 49
2019
Q3
Sell
-15,000
Closed -$698K 51
2019
Q2
$698K Buy
+15,000
New +$698K 0.42% 14