Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,641
Closed -$17.2K 4245
2024
Q4
$17.2K Buy
+12,641
New +$17.2K ﹤0.01% 3989
2024
Q1
Sell
-13,819
Closed -$25.4K 4386
2023
Q4
$25.4K Buy
13,819
+239
+2% +$440 ﹤0.01% 3881
2023
Q3
$21.3K Sell
13,580
-2,592
-16% -$4.07K ﹤0.01% 3964
2023
Q2
$34K Sell
16,172
-15,237
-49% -$32K ﹤0.01% 4007
2023
Q1
$62K Sell
31,409
-20,370
-39% -$40.2K ﹤0.01% 4158
2022
Q4
$82K Buy
+51,779
New +$82K ﹤0.01% 4351
2022
Q3
Sell
-6,264
Closed -$16K 5383
2022
Q2
$16K Buy
+6,264
New +$16K ﹤0.01% 4962
2022
Q1
Sell
-35,550
Closed -$364K 5458
2021
Q4
$364K Buy
35,550
+31,750
+836% +$325K ﹤0.01% 4238
2021
Q3
$49K Buy
+3,800
New +$49K ﹤0.01% 4994