Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,684
Closed -$15.7K 2708
2024
Q4
$15.7K Sell
15,684
-13,273
-46% -$13.3K ﹤0.01% 2074
2024
Q3
$47.8K Sell
28,957
-33,188
-53% -$54.8K ﹤0.01% 1695
2024
Q2
$69K Buy
62,145
+450
+0.7% +$500 0.01% 1473
2024
Q1
$81.4K Buy
61,695
+19,414
+46% +$25.6K 0.01% 1397
2023
Q4
$63.4K Buy
42,281
+17,145
+68% +$25.7K 0.01% 1201
2023
Q3
$37K Sell
25,136
-194,315
-89% -$286K 0.01% 1312
2023
Q2
$551K Buy
219,451
+148,684
+210% +$373K 0.1% 311
2023
Q1
$105K Buy
+70,767
New +$105K 0.02% 1095
2022
Q3
Sell
-19,972
Closed -$69K 1229
2022
Q2
$69K Buy
+19,972
New +$69K 0.03% 714