Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,262
Closed -$133K 1807
2024
Q4
$133K Sell
1,262
-1,302
-51% -$138K 0.02% 1046
2024
Q3
$259K Buy
2,564
+1,786
+230% +$180K 0.04% 529
2024
Q2
$82.4K Sell
778
-418
-35% -$44.3K 0.01% 1146
2024
Q1
$168K Buy
1,196
+161
+16% +$22.6K 0.03% 709
2023
Q4
$126K Sell
1,035
-33
-3% -$4.03K 0.02% 840
2023
Q3
$81.7K Buy
+1,068
New +$81.7K 0.02% 1000
2022
Q3
Sell
-368
Closed -$21K 1855
2022
Q2
$21K Sell
368
-998
-73% -$57K 0.01% 1411
2022
Q1
$105K Buy
1,366
+737
+117% +$56.7K 0.05% 559
2021
Q4
$67K Buy
629
+179
+40% +$19.1K 0.03% 935
2021
Q3
$46K Buy
+450
New +$46K 0.03% 781