Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,637
Closed -$51K 1505
2024
Q4
$51K Buy
+12,637
New +$51K ﹤0.01% 1158
2024
Q2
Sell
-2,118
Closed -$10K 1434
2024
Q1
$10K Buy
2,118
+1,110
+110% +$5.24K ﹤0.01% 1252
2023
Q4
$12K Buy
+1,008
New +$12K ﹤0.01% 1393
2023
Q2
Sell
-831
Closed -$27K 1629
2023
Q1
$27K Sell
831
-899
-52% -$29.2K ﹤0.01% 1186
2022
Q4
$32K Buy
1,730
+642
+59% +$11.9K ﹤0.01% 1165
2022
Q3
$19K Buy
1,088
+348
+47% +$6.08K ﹤0.01% 1405
2022
Q2
$17K Buy
+740
New +$17K ﹤0.01% 1359
2022
Q1
Sell
-880
Closed -$36K 1622
2021
Q4
$36K Buy
880
+397
+82% +$16.2K ﹤0.01% 1412
2021
Q3
$40K Buy
+483
New +$40K ﹤0.01% 1303