Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-265
Closed -$8K 1398
2024
Q4
$8K Buy
265
+6
+2% +$181 ﹤0.01% 1099
2024
Q3
$8K Hold
259
﹤0.01% 1065
2024
Q2
$8K Buy
259
+4
+2% +$124 ﹤0.01% 988
2024
Q1
$9K Hold
255
﹤0.01% 931
2023
Q4
$8K Buy
255
+4
+2% +$125 ﹤0.01% 921
2023
Q3
$8K Hold
251
﹤0.01% 913
2023
Q2
$8K Buy
251
+3
+1% +$96 ﹤0.01% 841
2023
Q1
$7K Sell
248
-1,590
-87% -$44.9K ﹤0.01% 833
2022
Q4
$42K Sell
1,838
-66
-3% -$1.51K ﹤0.01% 652
2022
Q3
$41K Hold
1,904
﹤0.01% 600
2022
Q2
$46K Sell
1,904
-827
-30% -$20K ﹤0.01% 574
2022
Q1
$77K Hold
2,731
﹤0.01% 482
2021
Q4
$78K Sell
2,731
-2
-0.1% -$57 ﹤0.01% 494
2021
Q3
$84K Hold
2,733
0.01% 489
2021
Q2
$88K Buy
2,733
+1,499
+121% +$48.3K 0.01% 469
2021
Q1
$37K Buy
+1,234
New +$37K ﹤0.01% 631