Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-309
Closed -$10.1K 774
2024
Q4
$10.1K Sell
309
-26
-8% -$850 ﹤0.01% 606
2024
Q3
$12K Buy
335
+20
+6% +$717 ﹤0.01% 552
2024
Q2
$11K Buy
315
+40
+15% +$1.4K ﹤0.01% 555
2024
Q1
$8.31K Buy
275
+115
+72% +$3.48K ﹤0.01% 586
2023
Q4
$4.81K Buy
+160
New +$4.81K ﹤0.01% 740
2022
Q4
Sell
-351
Closed -$9K 829
2022
Q3
$9K Sell
351
-10,500
-97% -$269K 0.01% 380
2022
Q2
$356K Sell
10,851
-5,784
-35% -$190K 0.2% 122
2022
Q1
$603K Buy
16,635
+3,061
+23% +$111K 0.33% 90
2021
Q4
$511K Buy
+13,574
New +$511K 0.52% 56