Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-80
Closed -$55.4K 338
2024
Q4
$55.4K Hold
80
0.05% 150
2024
Q3
$66.7K Buy
80
+20
+33% +$16.7K 0.06% 139
2024
Q2
$61.4K Hold
60
0.05% 136
2024
Q1
$58.2K Hold
60
0.05% 149
2023
Q4
$45.4K Hold
60
0.04% 160
2023
Q3
$35.3K Buy
60
+5
+9% +$2.94K 0.03% 178
2023
Q2
$39.9K Hold
55
0.03% 175
2023
Q1
$37.4K Hold
55
0.03% 183
2022
Q4
$30K Hold
55
0.03% 190
2022
Q3
$23K Hold
55
0.02% 194
2022
Q2
$26K Buy
55
+13
+31% +$6.15K 0.02% 191
2022
Q1
$28K Buy
42
+20
+91% +$13.3K 0.02% 195
2021
Q4
$18K Buy
+22
New +$18K 0.01% 235