Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,657
Closed -$101K 1716
2024
Q4
$101K Buy
+1,657
New +$101K 0.01% 1178
2024
Q1
Sell
-1,671
Closed -$110K 1690
2023
Q4
$110K Buy
1,671
+155
+10% +$10.2K 0.02% 922
2023
Q3
$101K Buy
+1,516
New +$101K 0.02% 849
2023
Q2
Sell
-1,707
Closed -$108K 1644
2023
Q1
$108K Buy
1,707
+393
+30% +$24.9K 0.03% 733
2022
Q4
$88.1K Buy
1,314
+583
+80% +$39.1K 0.03% 836
2022
Q3
$44K Buy
731
+420
+135% +$25.3K 0.02% 1055
2022
Q2
$19K Sell
311
-1,061
-77% -$64.8K 0.01% 1440
2022
Q1
$89K Buy
1,372
+342
+33% +$22.2K 0.04% 684
2021
Q4
$62K Buy
+1,030
New +$62K 0.03% 983