Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$212K Buy
+3,376
New +$212K 0.01% 226
2024
Q2
Sell
-3,760
Closed -$217K 214
2024
Q1
$217K Buy
+3,760
New +$217K 0.01% 207
2023
Q4
Sell
-4,368
Closed -$223K 220
2023
Q3
$223K Hold
4,368
0.01% 192
2023
Q2
$250K Buy
4,368
+437
+11% +$25K 0.02% 188
2023
Q1
$237K Sell
3,931
-3,708
-49% -$224K 0.02% 132
2022
Q4
$449K Buy
7,639
+37
+0.5% +$2.18K 0.03% 104
2022
Q3
$435K Buy
7,602
+400
+6% +$22.9K 0.03% 104
2022
Q2
$390K Buy
7,202
+3,708
+106% +$201K 0.03% 119
2022
Q1
$200K Buy
+3,494
New +$200K 0.01% 138