Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-482
Closed -$8.26K 506
2024
Q4
$8.26K Hold
482
﹤0.01% 399
2024
Q3
$8.07K Hold
482
﹤0.01% 419
2024
Q2
$6.85K Hold
482
﹤0.01% 421
2024
Q1
$7.62K Sell
482
-52
-10% -$822 ﹤0.01% 401
2023
Q4
$7.69K Sell
534
-1,758
-77% -$25.3K ﹤0.01% 385
2023
Q3
$24.7K Buy
2,292
+482
+27% +$5.19K 0.01% 295
2023
Q2
$16.7K Hold
1,810
0.01% 295
2023
Q1
$22.7K Hold
1,810
0.01% 282
2022
Q4
$31.5K Hold
1,810
0.02% 250
2022
Q3
$29K Hold
1,810
0.02% 252
2022
Q2
$31K Buy
1,810
+1,758
+3,381% +$30.1K 0.02% 244
2022
Q1
$1K Hold
52
﹤0.01% 473
2021
Q4
$1K Hold
52
﹤0.01% 448
2021
Q3
$1K Sell
52
-99
-66% -$1.9K ﹤0.01% 401
2021
Q2
$3K Buy
+151
New +$3K ﹤0.01% 377
2020
Q1
Sell
-1,080
Closed -$22K 383
2019
Q4
$22K Sell
1,080
-5,291
-83% -$108K 0.02% 274
2019
Q3
$114K Buy
6,371
+3,291
+107% +$58.9K 0.11% 173
2019
Q2
$55K Sell
3,080
-1,000
-25% -$17.9K 0.05% 207
2019
Q1
$64K Sell
4,080
-1,000
-20% -$15.7K 0.03% 151
2018
Q4
$75K Buy
+5,080
New +$75K 0.05% 139