Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-346
Closed -$46K 1160
2024
Q4
$46K Buy
+346
New +$46K ﹤0.01% 305
2024
Q1
Sell
-14,408
Closed -$2.08M 385
2023
Q4
$2.08M Buy
14,408
+10,242
+246% +$1.48M ﹤0.01% 82
2023
Q3
$637K Sell
4,166
-20,514
-83% -$3.14M ﹤0.01% 127
2023
Q2
$3.36M Buy
+24,680
New +$3.36M ﹤0.01% 90
2023
Q1
Hold
0
286
2022
Q1
Sell
-182
Closed -$13K 524
2021
Q4
$13K Buy
182
+127
+231% +$9.07K ﹤0.01% 497
2021
Q3
$4K Buy
+55
New +$4K ﹤0.01% 494