Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,618
Closed -$58.2K 1703
2024
Q4
$58.2K Buy
9,618
+6,163
+178% +$37.3K 0.01% 657
2024
Q3
$22.3K Sell
3,455
-782
-18% -$5.04K 0.01% 1060
2024
Q2
$30.1K Buy
4,237
+2,617
+162% +$18.6K 0.01% 897
2024
Q1
$14.5K Buy
+1,620
New +$14.5K ﹤0.01% 1023
2023
Q4
Sell
-8,164
Closed -$69.1K 1399
2023
Q3
$69.1K Buy
8,164
+7,692
+1,630% +$65.2K 0.02% 207
2023
Q2
$5.82K Sell
472
-2,703
-85% -$33.3K ﹤0.01% 903
2023
Q1
$35.4K Sell
3,175
-990
-24% -$11K 0.01% 347
2022
Q4
$38.4K Buy
+4,165
New +$38.4K 0.01% 95