Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,561
Closed -$126K 1806
2024
Q4
$126K Buy
7,561
+3,780
+100% +$63.1K 0.02% 350
2024
Q3
$64.1K Buy
3,781
+2,294
+154% +$38.9K 0.02% 588
2024
Q2
$27.1K Sell
1,487
-934
-39% -$17K 0.01% 944
2024
Q1
$52.3K Buy
2,421
+1,404
+138% +$30.3K 0.01% 406
2023
Q4
$22.6K Sell
1,017
-1,901
-65% -$42.3K ﹤0.01% 653
2023
Q3
$88.9K Buy
2,918
+1,802
+161% +$54.9K 0.02% 176
2023
Q2
$41.7K Sell
1,116
-485
-30% -$18.1K 0.01% 240
2023
Q1
$51.2K Buy
1,601
+753
+89% +$24.1K 0.01% 196
2022
Q4
$30.3K Buy
+848
New +$30.3K 0.01% 156