Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,506
Closed -$68.2K 1849
2024
Q4
$68.2K Sell
3,506
-7,703
-69% -$150K 0.01% 1304
2024
Q3
$383K Buy
11,209
+6,527
+139% +$223K 0.05% 301
2024
Q2
$182K Sell
4,682
-1,317
-22% -$51.1K 0.03% 645
2024
Q1
$210K Buy
5,999
+3,271
+120% +$114K 0.03% 575
2023
Q4
$82.7K Sell
2,728
-4,673
-63% -$142K 0.02% 1129
2023
Q3
$204K Buy
7,401
+1,612
+28% +$44.5K 0.04% 446
2023
Q2
$144K Sell
5,789
-252
-4% -$6.25K 0.04% 588
2023
Q1
$188K Sell
6,041
-878
-13% -$27.3K 0.06% 369
2022
Q4
$202K Sell
6,919
-2,190
-24% -$63.9K 0.07% 337
2022
Q3
$185K Buy
+9,109
New +$185K 0.09% 238