Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-43
Closed -$8.15K 403
2024
Q4
$8.15K Hold
43
﹤0.01% 343
2024
Q3
$7.82K Hold
43
﹤0.01% 348
2024
Q2
$6.8K Sell
43
-14
-25% -$2.21K ﹤0.01% 364
2024
Q1
$8.3K Hold
57
﹤0.01% 361
2023
Q4
$7.23K Hold
57
﹤0.01% 364
2023
Q3
$6.06K Sell
57
-9
-14% -$956 ﹤0.01% 374
2023
Q2
$7.24K Hold
66
﹤0.01% 383
2023
Q1
$6.67K Buy
66
+17
+35% +$1.72K ﹤0.01% 407
2022
Q4
$4.89K Buy
+49
New +$4.89K ﹤0.01% 423
2022
Q3
Sell
-35
Closed -$3K 701
2022
Q2
$3K Buy
35
+25
+250% +$2.14K ﹤0.01% 404
2022
Q1
$1K Sell
10
-9
-47% -$900 ﹤0.01% 435
2021
Q4
$2K Sell
19
-26
-58% -$2.74K ﹤0.01% 432
2021
Q3
$4K Buy
45
+1
+2% +$89 ﹤0.01% 440
2021
Q2
$3K Hold
44
﹤0.01% 449
2021
Q1
$3K Hold
44
﹤0.01% 448
2020
Q4
$3K Sell
44
-78
-64% -$5.32K ﹤0.01% 446
2020
Q3
$8K Buy
122
+84
+221% +$5.51K ﹤0.01% 399
2020
Q2
$2K Hold
38
﹤0.01% 450
2020
Q1
$2K Hold
38
﹤0.01% 400
2019
Q4
$3K Buy
38
+30
+375% +$2.37K ﹤0.01% 400
2019
Q3
$1K Sell
8
-23
-74% -$2.88K ﹤0.01% 423
2019
Q2
$3K Sell
31
-51
-62% -$4.94K ﹤0.01% 413
2019
Q1
$6K Buy
+82
New +$6K ﹤0.01% 410