Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-424
Closed -$59K 315
2024
Q4
$59K Sell
424
-190
-31% -$26.4K 0.02% 280
2024
Q3
$82K Hold
614
0.02% 269
2024
Q2
$73K Sell
614
-1,235
-67% -$147K 0.01% 284
2024
Q1
$227K Buy
1,849
+558
+43% +$68.5K 0.02% 217
2023
Q4
$154K Sell
1,291
-26
-2% -$3.1K 0.01% 249
2023
Q3
$152K Buy
1,317
+667
+103% +$77K 0.01% 255
2023
Q2
$73K Sell
650
-505
-44% -$56.7K 0.01% 322
2023
Q1
$132K Buy
+1,155
New +$132K 0.01% 272
2022
Q4
Sell
-412
Closed -$46K 435
2022
Q3
$46K Sell
412
-976
-70% -$109K ﹤0.01% 371
2022
Q2
$158K Buy
+1,388
New +$158K 0.01% 262