Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,351
Closed -$412K 1436
2024
Q4
$412K Sell
4,351
-6,535
-60% -$619K 0.03% 815
2024
Q3
$1.19M Sell
10,886
-34,862
-76% -$3.81M 0.07% 374
2024
Q2
$5.22M Buy
45,748
+43,730
+2,167% +$4.99M 0.29% 61
2024
Q1
$292K Buy
2,018
+554
+38% +$80.3K 0.02% 963
2023
Q4
$207K Sell
1,464
-2,702
-65% -$382K 0.02% 993
2023
Q3
$559K Buy
4,166
+1,916
+85% +$257K 0.05% 525
2023
Q2
$323K Sell
2,250
-9,861
-81% -$1.42M 0.03% 739
2023
Q1
$1.69M Buy
12,111
+7,413
+158% +$1.03M 0.2% 129
2022
Q4
$583K Buy
+4,698
New +$583K 0.09% 379
2021
Q1
Sell
-1,888
Closed -$303K 712
2020
Q4
$303K Buy
+1,888
New +$303K 0.13% 308