Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-593
Closed -$5.27K 2267
2024
Q4
$5.27K Sell
593
-67
-10% -$595 ﹤0.01% 1839
2024
Q3
$7.72K Hold
660
﹤0.01% 1631
2024
Q2
$7.37K Sell
660
-1,266
-66% -$14.1K ﹤0.01% 1599
2024
Q1
$23.5K Buy
1,926
+1,811
+1,575% +$22.1K ﹤0.01% 1533
2023
Q4
$1.82K Hold
115
﹤0.01% 1312
2023
Q3
$1.54K Hold
115
﹤0.01% 1408
2023
Q2
$1.54K Buy
115
+9
+8% +$121 ﹤0.01% 1376
2023
Q1
$1.67K Buy
106
+14
+15% +$221 ﹤0.01% 1412
2022
Q4
$1.56K Sell
92
-55
-37% -$933 ﹤0.01% 1073
2022
Q3
$1K Buy
147
+50
+52% +$340 ﹤0.01% 1112
2022
Q2
$1K Sell
97
-14
-13% -$144 ﹤0.01% 1027
2022
Q1
$2K Hold
111
﹤0.01% 999
2021
Q4
$1K Hold
111
﹤0.01% 1059
2021
Q3
$1K Hold
111
﹤0.01% 1031
2021
Q2
$2K Hold
111
﹤0.01% 919
2021
Q1
$1K Hold
111
﹤0.01% 985
2020
Q4
$1K Buy
111
+11
+11% +$99 ﹤0.01% 950
2020
Q3
$1K Hold
100
﹤0.01% 894
2020
Q2
$1K Hold
100
﹤0.01% 868
2020
Q1
$0 Hold
100
﹤0.01% 898
2019
Q4
$1K Hold
100
﹤0.01% 770
2019
Q3
$1K Hold
100
﹤0.01% 758
2019
Q2
$1K Buy
+100
New +$1K ﹤0.01% 816