Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33
Closed -$20.8K 1601
2024
Q4
$20.8K Sell
33
-10
-23% -$6.3K ﹤0.01% 1401
2024
Q3
$33.3K Buy
43
+9
+26% +$6.97K ﹤0.01% 1261
2024
Q2
$28K Sell
34
-137
-80% -$113K ﹤0.01% 1272
2024
Q1
$119K Buy
171
+168
+5,600% +$117K 0.01% 889
2023
Q4
$1.74K Hold
3
﹤0.01% 1319
2023
Q3
$1.38K Sell
3
-3
-50% -$1.38K ﹤0.01% 1418
2023
Q2
$2.91K Hold
6
﹤0.01% 1307
2023
Q1
$2.4K Hold
6
﹤0.01% 1377
2022
Q4
$2.26K Hold
6
﹤0.01% 1040
2022
Q3
$1K Hold
6
﹤0.01% 1090
2022
Q2
$1K Hold
6
﹤0.01% 1002
2022
Q1
$2K Hold
6
﹤0.01% 986
2021
Q4
$2K Hold
6
﹤0.01% 976
2021
Q3
$2K Buy
6
+1
+20% +$333 ﹤0.01% 941
2021
Q2
$1K Hold
5
﹤0.01% 979
2021
Q1
$1K Hold
5
﹤0.01% 959
2020
Q4
$1K Hold
5
﹤0.01% 925
2020
Q3
$0 Hold
5
﹤0.01% 982
2020
Q2
$0 Sell
5
-3
-38% ﹤0.01% 956
2020
Q1
$1K Hold
8
﹤0.01% 732
2019
Q4
$1K Hold
8
﹤0.01% 753
2019
Q3
$1K Hold
8
﹤0.01% 729
2019
Q2
$1K Buy
+8
New +$1K ﹤0.01% 789