Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,433
Closed -$21.2K 291
2024
Q4
$21.2K Hold
11,433
﹤0.01% 287
2024
Q3
$27.9K Sell
11,433
-3,730
-25% -$9.1K ﹤0.01% 295
2024
Q2
$31.1K Buy
15,163
+999
+7% +$2.05K ﹤0.01% 294
2024
Q1
$35.1K Buy
14,164
+2,476
+21% +$6.14K ﹤0.01% 287
2023
Q4
$32.7K Hold
11,688
﹤0.01% 283
2023
Q3
$30.2K Sell
11,688
-5,147
-31% -$13.3K ﹤0.01% 274
2023
Q2
$53.5K Hold
16,835
﹤0.01% 274
2023
Q1
$47.5K Buy
16,835
+5,725
+52% +$16.1K ﹤0.01% 272
2022
Q4
$30.2K Sell
11,110
-1,258
-10% -$3.42K ﹤0.01% 272
2022
Q3
$35K Sell
12,368
-1,334
-10% -$3.78K ﹤0.01% 267
2022
Q2
$34K Hold
13,702
﹤0.01% 274
2022
Q1
$44K Sell
13,702
-3,742
-21% -$12K ﹤0.01% 283
2021
Q4
$49K Hold
17,444
﹤0.01% 302
2021
Q3
$48K Buy
+17,444
New +$48K ﹤0.01% 298
2017
Q2
Sell
-29,478
Closed -$170K 351
2017
Q1
$170K Buy
29,478
+9,473
+47% +$54.6K 0.01% 331
2016
Q4
$98K Buy
20,005
+517
+3% +$2.53K 0.01% 326
2016
Q3
$119K Buy
+19,488
New +$119K 0.01% 334