Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20
Closed -$3.48K 645
2024
Q4
$3.48K Buy
20
+1
+5% +$174 ﹤0.01% 760
2024
Q3
$4.3K Sell
19
-8
-30% -$1.81K ﹤0.01% 719
2024
Q2
$6.04K Buy
27
+8
+42% +$1.79K ﹤0.01% 648
2024
Q1
$4.86K Buy
19
+7
+58% +$1.79K ﹤0.01% 659
2023
Q4
$2.76K Buy
12
+6
+100% +$1.38K ﹤0.01% 837
2023
Q3
$1.24K Buy
+6
New +$1.24K ﹤0.01% 811
2023
Q2
Sell
-1,510
Closed -$294K 852
2023
Q1
$294K Buy
1,510
+95
+7% +$18.5K 0.15% 143
2022
Q4
$253K Sell
1,415
-92
-6% -$16.4K 0.13% 149
2022
Q3
$235K Buy
1,507
+44
+3% +$6.86K 0.14% 148
2022
Q2
$230K Buy
1,463
+218
+18% +$34.3K 0.13% 164
2022
Q1
$223K Buy
1,245
+141
+13% +$25.3K 0.12% 169
2021
Q4
$226K Buy
+1,104
New +$226K 0.23% 91