Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28
Closed -$1.48K 1243
2024
Q4
$1.48K Buy
+28
New +$1.48K ﹤0.01% 2161
2024
Q2
Sell
-546
Closed -$37.5K 2728
2024
Q1
$37.5K Buy
546
+521
+2,084% +$35.8K ﹤0.01% 1342
2023
Q4
$2.03K Hold
25
﹤0.01% 1302
2023
Q3
$1.61K Hold
25
﹤0.01% 1402
2023
Q2
$2.12K Hold
25
﹤0.01% 1348
2023
Q1
$2.78K Hold
25
﹤0.01% 1357
2022
Q4
$2.99K Hold
25
﹤0.01% 1016
2022
Q3
$2K Hold
25
﹤0.01% 1023
2022
Q2
$1K Sell
25
-2
-7% -$80 ﹤0.01% 992
2022
Q1
$3K Hold
27
﹤0.01% 944
2021
Q4
$5K Hold
27
﹤0.01% 879
2021
Q3
$5K Hold
27
﹤0.01% 848
2021
Q2
$5K Sell
27
-4,858
-99% -$900K ﹤0.01% 816
2021
Q1
$985K Sell
4,885
-515
-10% -$104K 0.11% 177
2020
Q4
$960K Sell
5,400
-950
-15% -$169K 0.12% 161
2020
Q3
$772K Sell
6,350
-400
-6% -$48.6K 0.11% 169
2020
Q2
$717K Buy
6,750
+750
+13% +$79.7K 0.11% 170
2020
Q1
$230K Buy
+6,000
New +$230K 0.05% 316