Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,901
Closed -$234K 269
2024
Q4
$234K Buy
7,901
+848
+12% +$25.1K 0.06% 228
2024
Q3
$221K Sell
7,053
-174
-2% -$5.46K 0.06% 237
2024
Q2
$261K Hold
7,227
0.08% 194
2024
Q1
$272K Hold
7,227
0.09% 181
2023
Q4
$256K Sell
7,227
-267
-4% -$9.45K 0.09% 186
2023
Q3
$290K Hold
7,494
0.11% 164
2023
Q2
$264K Hold
7,494
0.1% 170
2023
Q1
$284K Sell
7,494
-211
-3% -$8.01K 0.12% 153
2022
Q4
$269K Buy
7,705
+2
+0% +$70 0.12% 158
2022
Q3
$220K Sell
7,703
-197
-2% -$5.63K 0.1% 148
2022
Q2
$224K Sell
7,900
-1,253
-14% -$35.5K 0.1% 152
2022
Q1
$269K Buy
+9,153
New +$269K 0.11% 150