Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-64,211
Closed -$119K 931
2024
Q4
$119K Buy
64,211
+2,674
+4% +$4.95K ﹤0.01% 903
2024
Q3
$150K Buy
61,537
+39,309
+177% +$95.9K ﹤0.01% 849
2024
Q2
$45.6K Buy
22,228
+105
+0.5% +$215 ﹤0.01% 753
2024
Q1
$53.3K Buy
22,123
+2,356
+12% +$5.68K ﹤0.01% 790
2023
Q4
$55.3K Buy
19,767
+2,685
+16% +$7.52K ﹤0.01% 727
2023
Q3
$44.1K Hold
17,082
﹤0.01% 639
2023
Q2
$54.3K Hold
17,082
﹤0.01% 626
2023
Q1
$48.2K Sell
17,082
-298
-2% -$840 ﹤0.01% 600
2022
Q4
$47.3K Buy
17,380
+241
+1% +$656 ﹤0.01% 535
2022
Q3
$49K Sell
17,139
-869
-5% -$2.48K ﹤0.01% 512
2022
Q2
$45K Buy
+18,008
New +$45K ﹤0.01% 548