Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-989
Closed -$22.9K 885
2024
Q4
$22.9K Buy
989
+183
+23% +$4.24K ﹤0.01% 1380
2024
Q3
$28K Hold
806
﹤0.01% 1301
2024
Q2
$26.1K Sell
806
-2,157
-73% -$69.8K ﹤0.01% 1293
2024
Q1
$101K Buy
2,963
+581
+24% +$19.7K ﹤0.01% 960
2023
Q4
$93.8K Hold
2,382
0.01% 623
2023
Q3
$91K Sell
2,382
-220
-8% -$8.4K 0.01% 643
2023
Q2
$119K Hold
2,602
0.01% 604
2023
Q1
$117K Buy
2,602
+220
+9% +$9.85K 0.01% 613
2022
Q4
$105K Hold
2,382
0.01% 533
2022
Q3
$99K Hold
2,382
0.01% 523
2022
Q2
$117K Hold
2,382
0.01% 476
2022
Q1
$132K Buy
2,382
+1,234
+107% +$68.4K 0.01% 475
2021
Q4
$59K Buy
+1,148
New +$59K ﹤0.01% 564
2015
Q2
Hold
0
391
2015
Q1
Hold
0
358