Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43,117
Closed -$41K 2753
2024
Q4
$41K Buy
43,117
+1,651
+4% +$1.57K ﹤0.01% 1923
2024
Q3
$41.5K Sell
41,466
-8,445
-17% -$8.44K ﹤0.01% 1716
2024
Q2
$61.9K Buy
49,911
+9,096
+22% +$11.3K 0.01% 1484
2024
Q1
$53.1K Buy
40,815
+8,783
+27% +$11.4K 0.01% 1463
2023
Q4
$40K Buy
32,032
+10,818
+51% +$13.5K 0.01% 1273
2023
Q3
$27.6K Sell
21,214
-566
-3% -$736 ﹤0.01% 1345
2023
Q2
$37.5K Buy
+21,780
New +$37.5K 0.01% 1275
2023
Q1
Sell
-25,184
Closed -$40.8K 1477
2022
Q4
$40.8K Sell
25,184
-75,469
-75% -$122K 0.01% 1054
2022
Q3
$337K Buy
100,653
+38,134
+61% +$128K 0.08% 430
2022
Q2
$228K Buy
+62,519
New +$228K 0.09% 412