Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-788
Closed -$23K 392
2024
Q4
$23K Hold
788
0.01% 239
2024
Q3
$25K Hold
788
0.01% 233
2024
Q2
$28K Hold
788
0.01% 220
2024
Q1
$30K Hold
788
0.01% 204
2023
Q4
$28K Hold
788
0.01% 194
2023
Q3
$31K Buy
788
+250
+46% +$9.84K 0.01% 181
2023
Q2
$19K Hold
538
0.01% 256
2023
Q1
$20K Hold
538
0.01% 258
2022
Q4
$19K Hold
538
0.01% 210
2022
Q3
$15K Sell
538
-20
-4% -$558 0.01% 195
2022
Q2
$16K Hold
558
0.01% 201
2022
Q1
$16K Buy
558
+415
+290% +$11.9K 0.01% 204
2021
Q4
$4K Buy
+143
New +$4K ﹤0.01% 284
2020
Q4
Sell
-116
Closed -$2K 249
2020
Q3
$2K Buy
116
+2
+2% +$34 ﹤0.01% 203
2020
Q2
$3K Buy
114
+3
+3% +$79 ﹤0.01% 232
2020
Q1
$3K Buy
+111
New +$3K ﹤0.01% 205
2018
Q3
Sell
-670
Closed -$29K 252
2018
Q2
$29K Buy
+670
New +$29K 0.02% 121