Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-200
Closed -$12.3K 384
2024
Q4
$12.3K Hold
200
﹤0.01% 247
2024
Q3
$12.4K Buy
+200
New +$12.4K ﹤0.01% 244
2023
Q4
Sell
-52
Closed -$2.64K 345
2023
Q3
$2.64K Hold
52
﹤0.01% 276
2023
Q2
$3.04K Hold
52
﹤0.01% 273
2023
Q1
$3.18K Hold
52
﹤0.01% 262
2022
Q4
$3.27K Sell
52
-95
-65% -$5.98K ﹤0.01% 280
2022
Q3
$9K Hold
147
﹤0.01% 284
2022
Q2
$10K Hold
147
﹤0.01% 285
2022
Q1
$10K Sell
147
-115
-44% -$7.82K ﹤0.01% 303
2021
Q4
$18K Sell
262
-148
-36% -$10.2K ﹤0.01% 297
2021
Q3
$26K Hold
410
﹤0.01% 253
2021
Q2
$25K Buy
410
+115
+39% +$7.01K ﹤0.01% 244
2021
Q1
$18K Hold
295
﹤0.01% 252
2020
Q4
$16K Hold
295
﹤0.01% 247
2020
Q3
$15K Hold
295
﹤0.01% 230
2020
Q2
$17K Hold
295
﹤0.01% 201
2020
Q1
$16K Sell
295
-355
-55% -$19.3K ﹤0.01% 201
2019
Q4
$42K Buy
650
+295
+83% +$19.1K ﹤0.01% 166
2019
Q3
$24K Buy
+355
New +$24K ﹤0.01% 182
2019
Q2
Sell
-185
Closed -$11K 256
2019
Q1
$11K Buy
+185
New +$11K ﹤0.01% 206