Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,067
Closed -$193K 1873
2024
Q4
$193K Buy
10,067
+3,464
+52% +$66.4K 0.02% 853
2024
Q3
$141K Buy
+6,603
New +$141K 0.02% 929
2024
Q1
Sell
-4,288
Closed -$87.2K 1857
2023
Q4
$87.2K Buy
4,288
+2,326
+119% +$47.3K 0.02% 1083
2023
Q3
$34.9K Buy
+1,962
New +$34.9K 0.01% 1343
2022
Q2
Sell
-348
Closed -$13K 2179
2022
Q1
$13K Sell
348
-60
-15% -$2.24K 0.01% 1575
2021
Q4
$20K Buy
+408
New +$20K 0.01% 1472