Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,059
Closed -$49.8K 2100
2024
Q4
$49.8K Sell
5,059
-1,350
-21% -$13.3K ﹤0.01% 1083
2024
Q3
$73.1K Buy
6,409
+211
+3% +$2.41K ﹤0.01% 943
2024
Q2
$63K Buy
6,198
+983
+19% +$9.99K ﹤0.01% 969
2024
Q1
$75.3K Sell
5,215
-504
-9% -$7.28K ﹤0.01% 967
2023
Q4
$78.7K Sell
5,719
-769
-12% -$10.6K ﹤0.01% 850
2023
Q3
$89.6K Buy
6,488
+7
+0.1% +$97 ﹤0.01% 787
2023
Q2
$89.1K Sell
6,481
-41
-0.6% -$564 ﹤0.01% 811
2023
Q1
$93.4K Buy
6,522
+152
+2% +$2.18K ﹤0.01% 780
2022
Q4
$77.8K Hold
6,370
﹤0.01% 809
2022
Q3
$70.9K Sell
6,370
-500
-7% -$5.56K ﹤0.01% 838
2022
Q2
$95.2K Buy
6,870
+572
+9% +$7.93K ﹤0.01% 807
2022
Q1
$86.4K Sell
6,298
-10
-0.2% -$137 ﹤0.01% 878
2021
Q4
$78K Buy
+6,308
New +$78K ﹤0.01% 926