Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$65.7K 1621
2024
Q4
$65.7K Buy
500
+276
+123% +$36.3K 0.01% 1316
2024
Q3
$28.4K Buy
+224
New +$28.4K ﹤0.01% 1571
2022
Q3
Sell
-408
Closed -$37K 1492
2022
Q2
$37K Sell
408
-162
-28% -$14.7K 0.02% 1121
2022
Q1
$98K Sell
570
-697
-55% -$120K 0.05% 600
2021
Q4
$211K Buy
1,267
+724
+133% +$121K 0.1% 200
2021
Q3
$91K Buy
543
+324
+148% +$54.3K 0.06% 483
2021
Q2
$34K Buy
219
+188
+606% +$29.2K 0.02% 834
2021
Q1
$6K Buy
+31
New +$6K 0.01% 428