Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5
Closed -$265 1467
2024
Q4
$265 Buy
+5
New +$265 ﹤0.01% 1416
2023
Q3
Sell
-351
Closed -$29.7K 1366
2023
Q2
$29.7K Sell
351
-525
-60% -$44.4K ﹤0.01% 874
2023
Q1
$97.5K Hold
876
﹤0.01% 667
2022
Q4
$105K Hold
876
﹤0.01% 635
2022
Q3
$88K Sell
876
-100
-10% -$10K ﹤0.01% 679
2022
Q2
$71K Sell
976
-250
-20% -$18.2K ﹤0.01% 707
2022
Q1
$152K Sell
1,226
-589
-32% -$73K ﹤0.01% 616
2021
Q4
$397K Hold
1,815
0.01% 474
2021
Q3
$377K Sell
1,815
-1,990
-52% -$413K 0.01% 458
2021
Q2
$783K Sell
3,805
-803
-17% -$165K 0.03% 345
2021
Q1
$929K Sell
4,608
-537
-10% -$108K 0.04% 312
2020
Q4
$915K Buy
+5,145
New +$915K 0.04% 287