Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-93
Closed -$3.14K 1824
2024
Q4
$3.14K Buy
93
+5
+6% +$169 ﹤0.01% 2012
2024
Q3
$4.22K Hold
88
﹤0.01% 1833
2024
Q2
$4.15K Sell
88
-86
-49% -$4.06K ﹤0.01% 1778
2024
Q1
$10.2K Buy
174
+86
+98% +$5.06K ﹤0.01% 1863
2023
Q4
$4.75K Hold
88
﹤0.01% 1157
2023
Q3
$4.4K Hold
88
﹤0.01% 1229
2023
Q2
$4.52K Hold
88
﹤0.01% 1194
2023
Q1
$4.88K Hold
88
﹤0.01% 1206
2022
Q4
$4.66K Hold
88
﹤0.01% 965
2022
Q3
$3K Hold
88
﹤0.01% 991
2022
Q2
$4K Hold
88
﹤0.01% 887
2022
Q1
$4K Hold
88
﹤0.01% 928
2021
Q4
$5K Sell
88
-88
-50% -$5K ﹤0.01% 891
2021
Q3
$8K Buy
+176
New +$8K ﹤0.01% 796
2019
Q4
Sell
-50
Closed 846
2019
Q3
$0 Hold
50
﹤0.01% 845
2019
Q2
$1K Hold
50
﹤0.01% 801
2019
Q1
$1K Hold
50
﹤0.01% 622
2018
Q4
$1K Hold
50
﹤0.01% 682
2018
Q3
$1K Hold
50
﹤0.01% 709
2018
Q2
$1K Buy
+50
New +$1K ﹤0.01% 748