Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-51,032
Closed -$55.6K 2644
2024
Q4
$55.6K Sell
51,032
-94,280
-65% -$103K ﹤0.01% 1870
2024
Q3
$198K Sell
145,312
-1,070
-0.7% -$1.46K 0.01% 1445
2024
Q2
$208K Buy
146,382
+118,059
+417% +$168K 0.02% 1209
2024
Q1
$63.2K Sell
28,323
-62,866
-69% -$140K 0.01% 1436
2023
Q4
$316K Buy
+91,189
New +$316K 0.07% 578
2023
Q2
Sell
-10,025
Closed -$50.4K 1565
2023
Q1
$50.4K Sell
10,025
-14,832
-60% -$74.6K 0.01% 1166
2022
Q4
$124K Sell
24,857
-29,883
-55% -$149K 0.03% 962
2022
Q3
$270K Buy
+54,740
New +$270K 0.07% 578
2022
Q2
Sell
-17,976
Closed -$153K 947
2022
Q1
$153K Sell
17,976
-2,156
-11% -$18.4K 0.07% 457
2021
Q4
$208K Buy
20,132
+3,591
+22% +$37.1K 0.12% 356
2021
Q3
$155K Buy
+16,541
New +$155K 0.05% 536
2021
Q2
Sell
-12,343
Closed -$144K 913
2021
Q1
$144K Buy
+12,343
New +$144K 0.07% 535