Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,875
Closed -$245K 246
2024
Q4
$245K Buy
2,875
+52
+2% +$4.44K 0.04% 196
2024
Q3
$220K Buy
+2,823
New +$220K 0.04% 197
2023
Q2
Sell
-3,658
Closed -$278K 161
2023
Q1
$278K Buy
3,658
+1
+0% +$76 0.09% 97
2022
Q4
$260K Sell
3,657
-58
-2% -$4.13K 0.08% 103
2022
Q3
$320K Sell
3,715
-17
-0.5% -$1.46K 0.1% 90
2022
Q2
$261K Buy
3,732
+3
+0.1% +$210 0.07% 104
2022
Q1
$431K Sell
3,729
-314
-8% -$36.3K 0.11% 85
2021
Q4
$788K Buy
4,043
+23
+0.6% +$4.48K 0.23% 59
2021
Q3
$1.05M Sell
4,020
-49
-1% -$12.8K 0.35% 38
2021
Q2
$1.19M Buy
4,069
+125
+3% +$36.4K 0.4% 35
2021
Q1
$958K Sell
3,944
-374
-9% -$90.8K 0.39% 36
2020
Q4
$1.01M Buy
+4,318
New +$1.01M 0.43% 36