Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-835
Closed -$77.3K 1079
2024
Q4
$77.3K Hold
835
﹤0.01% 977
2024
Q3
$77.4K Sell
835
-26
-3% -$2.41K ﹤0.01% 962
2024
Q2
$64.6K Sell
861
-487
-36% -$36.5K ﹤0.01% 1004
2024
Q1
$116K Buy
1,348
+1,330
+7,389% +$115K 0.01% 902
2023
Q4
$1.24K Buy
+18
New +$1.24K ﹤0.01% 1356
2023
Q3
Sell
-28
Closed -$1.56K 1610
2023
Q2
$1.56K Buy
28
+6
+27% +$334 ﹤0.01% 1375
2023
Q1
$1.12K Hold
22
﹤0.01% 1451
2022
Q4
$875 Sell
22
-19
-46% -$756 ﹤0.01% 1132
2022
Q3
$1K Buy
41
+18
+78% +$439 ﹤0.01% 1069
2022
Q2
$0 Sell
23
-7
-23% ﹤0.01% 1088
2022
Q1
$1K Hold
30
﹤0.01% 1020
2021
Q4
$1K Hold
30
﹤0.01% 1011
2021
Q3
$1K Hold
30
﹤0.01% 981
2021
Q2
$1K Hold
30
﹤0.01% 944
2021
Q1
$1K Hold
30
﹤0.01% 939
2020
Q4
$1K Hold
30
﹤0.01% 906
2020
Q3
$1K Hold
30
﹤0.01% 860
2020
Q2
$1K Hold
30
﹤0.01% 834
2020
Q1
$0 Hold
30
﹤0.01% 791
2019
Q4
$1K Hold
30
﹤0.01% 742
2019
Q3
$1K Hold
30
﹤0.01% 708
2019
Q2
$1K Buy
+30
New +$1K ﹤0.01% 766