Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$55.1K Buy
948
+360
+61% +$20.9K 0.01% 957
2024
Q4
$40.6K Sell
588
-33
-5% -$2.28K ﹤0.01% 906
2024
Q3
$41.3K Sell
621
-156
-20% -$10.4K ﹤0.01% 915
2024
Q2
$57.6K Sell
777
-33
-4% -$2.45K 0.01% 734
2024
Q1
$80.8K Buy
810
+16
+2% +$1.6K 0.01% 605
2023
Q4
$65.7K Hold
794
0.01% 662
2023
Q3
$48.9K Buy
794
+3
+0.4% +$185 0.01% 697
2023
Q2
$51.9K Buy
791
+46
+6% +$3.02K 0.01% 708
2023
Q1
$36.3K Sell
745
-54
-7% -$2.63K ﹤0.01% 823
2022
Q4
$33.8K Buy
799
+15
+2% +$635 ﹤0.01% 834
2022
Q3
$34K Sell
784
-406
-34% -$17.6K 0.01% 788
2022
Q2
$65K Buy
1,190
+42
+4% +$2.29K 0.01% 569
2022
Q1
$75K Sell
1,148
-220
-16% -$14.4K 0.01% 557
2021
Q4
$185K Buy
+1,368
New +$185K 0.03% 327