Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-42
Closed -$103 4870
2024
Q4
$103 Hold
42
﹤0.01% 4822
2024
Q3
$93 Sell
42
-173
-80% -$383 ﹤0.01% 4712
2024
Q2
$454 Buy
215
+54
+34% +$114 ﹤0.01% 4627
2024
Q1
$654 Buy
161
+119
+283% +$483 ﹤0.01% 4655
2023
Q4
$58 Sell
42
-1
-2% -$1 ﹤0.01% 4761
2023
Q3
$259 Hold
43
﹤0.01% 4524
2023
Q2
$521 Hold
43
﹤0.01% 4619
2023
Q1
$1.78K Hold
43
﹤0.01% 4385
2022
Q4
$380 Hold
43
﹤0.01% 4744
2022
Q3
$4K Sell
43
-35
-45% -$3.26K ﹤0.01% 4510
2022
Q2
$10K Sell
78
-5
-6% -$641 ﹤0.01% 4621
2022
Q1
$18K Sell
83
-70
-46% -$15.2K ﹤0.01% 4461
2021
Q4
$42K Buy
153
+57
+59% +$15.6K ﹤0.01% 4380
2021
Q3
$51K Buy
96
+33
+52% +$17.5K ﹤0.01% 3982
2021
Q2
$48K Sell
63
-8
-11% -$6.1K ﹤0.01% 4176
2021
Q1
$55K Buy
71
+3
+4% +$2.32K ﹤0.01% 3998
2020
Q4
$36K Buy
68
+62
+1,033% +$32.8K ﹤0.01% 4289
2020
Q3
$6K Sell
6
-7
-54% -$7K ﹤0.01% 4556
2020
Q2
$14K Buy
+13
New +$14K ﹤0.01% 4469
2020
Q1
Hold
0
5130
2016
Q2
Hold
0
5070
2016
Q1
Hold
0
5437
2015
Q4
Hold
0
5501
2015
Q3
Hold
0
-$1K 5353
2015
Q2
Sell
-1
Closed -$2K 5333
2015
Q1
$2K Buy
+1
New +$2K ﹤0.01% 5222
2014
Q4
Hold
0
5323
2014
Q3
Hold
0
-$1K 5487
2014
Q2
Sell
-1
Closed -$2K 5276
2014
Q1
$2K Buy
+1
New +$2K ﹤0.01% 5231
2013
Q3
Sell
-1
Closed -$2K 5197
2013
Q2
$2K Buy
+1
New +$2K ﹤0.01% 4876