Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-125
Closed -$29.8K 6617
2024
Q4
$29.8K Buy
+125
New +$29.8K ﹤0.01% 5576
2024
Q2
Sell
-18
Closed -$23.2K 6512
2024
Q1
$23.2K Sell
18
-11
-38% -$14.2K ﹤0.01% 5519
2023
Q4
$43.2K Buy
+29
New +$43.2K ﹤0.01% 5176
2023
Q2
Sell
-3
Closed -$12.2K 6240
2023
Q1
$12.2K Sell
3
-20
-87% -$81K ﹤0.01% 5490
2022
Q4
$75.1K Buy
23
+10
+77% +$32.6K ﹤0.01% 5132
2022
Q3
$66K Buy
13
+6
+86% +$30.5K ﹤0.01% 5230
2022
Q2
$24K Buy
+7
New +$24K ﹤0.01% 5677
2022
Q1
Sell
-29
Closed -$344K 6848
2021
Q4
$344K Buy
+29
New +$344K ﹤0.01% 4986
2020
Q1
Sell
-3
Closed -$97K 5142
2019
Q4
$97K Buy
+3
New +$97K ﹤0.01% 4296
2018
Q4
Sell
-2
Closed -$249K 4796
2018
Q3
$249K Hold
2
﹤0.01% 3608
2018
Q2
$214K Hold
2
﹤0.01% 3645
2018
Q1
$225K Sell
2
-3
-60% -$338K ﹤0.01% 3406
2017
Q4
$240K Sell
5
-8
-62% -$384K ﹤0.01% 3276
2017
Q3
$1.22M Buy
+13
New +$1.22M ﹤0.01% 2133