Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,374
Closed -$98K 1741
2024
Q4
$98K Buy
+6,374
New +$98K 0.01% 1196
2023
Q3
Sell
-2,508
Closed -$37.7K 1714
2023
Q2
$37.7K Sell
2,508
-1,799
-42% -$27.1K 0.01% 1230
2023
Q1
$64.9K Buy
4,307
+3,899
+956% +$58.7K 0.02% 993
2022
Q4
$7.74K Sell
408
-2,259
-85% -$42.9K ﹤0.01% 1478
2022
Q3
$50K Buy
2,667
+2,284
+596% +$42.8K 0.02% 993
2022
Q2
$9K Sell
383
-766
-67% -$18K 0.01% 1654
2022
Q1
$34K Buy
+1,149
New +$34K 0.02% 1255