Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,261
Closed -$313K 1244
2024
Q4
$313K Buy
+6,261
New +$313K ﹤0.01% 1001
2024
Q2
Sell
-1,507
Closed -$90.8K 1277
2024
Q1
$90.8K Buy
1,507
+169
+13% +$10.2K ﹤0.01% 1251
2023
Q4
$87.1K Sell
1,338
-662
-33% -$43.1K ﹤0.01% 1162
2023
Q3
$100K Buy
2,000
+110
+6% +$5.52K ﹤0.01% 1105
2023
Q2
$88.2K Buy
1,890
+1,733
+1,104% +$80.9K ﹤0.01% 1137
2023
Q1
$6.99K Sell
157
-399
-72% -$17.8K ﹤0.01% 1183
2022
Q4
$32.4K Sell
556
-853
-61% -$49.6K ﹤0.01% 1136
2022
Q3
$60K Buy
1,409
+178
+14% +$7.58K ﹤0.01% 1123
2022
Q2
$89K Buy
1,231
+663
+117% +$47.9K ﹤0.01% 1130
2022
Q1
$47K Buy
568
+400
+238% +$33.1K ﹤0.01% 1271
2021
Q4
$17K Sell
168
-384
-70% -$38.9K ﹤0.01% 1326
2021
Q3
$56K Buy
552
+10
+2% +$1.01K ﹤0.01% 1288
2021
Q2
$52K Buy
+542
New +$52K ﹤0.01% 1282