Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,620
Closed -$71.7K 1270
2024
Q4
$71.7K Buy
4,620
+42
+0.9% +$652 ﹤0.01% 898
2024
Q3
$70.4K Buy
4,578
+4,464
+3,916% +$68.7K ﹤0.01% 659
2024
Q2
$1.56K Buy
+114
New +$1.56K ﹤0.01% 1403
2023
Q3
Sell
-160
Closed -$1.81K 1378
2023
Q2
$1.81K Sell
160
-3,005
-95% -$34K ﹤0.01% 934
2023
Q1
$35.9K Sell
3,165
-24,957
-89% -$283K ﹤0.01% 513
2022
Q4
$380K Sell
28,122
-1,083
-4% -$14.6K 0.03% 253
2022
Q3
$357K Sell
29,205
-1,520
-5% -$18.6K 0.03% 250
2022
Q2
$429K Buy
30,725
+1,660
+6% +$23.2K 0.04% 237
2022
Q1
$417K Buy
+29,065
New +$417K 0.03% 256