Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10
Closed -$848 813
2024
Q4
$848 Hold
10
﹤0.01% 772
2024
Q3
$1.06K Hold
10
﹤0.01% 704
2024
Q2
$720 Sell
10
-50
-83% -$3.6K ﹤0.01% 724
2024
Q1
$4.34K Hold
60
﹤0.01% 626
2023
Q4
$4.65K Sell
60
-400
-87% -$31K ﹤0.01% 621
2023
Q3
$39.9K Hold
460
﹤0.01% 389
2023
Q2
$38.3K Buy
+460
New +$38.3K ﹤0.01% 402
2022
Q4
$35.2K Buy
+400
New +$35.2K 0.01% 188
2021
Q1
Sell
-890
Closed -$207K 231
2020
Q4
$207K Sell
890
-150
-14% -$34.9K 0.01% 223
2020
Q3
$306K Buy
1,040
+50
+5% +$14.7K 0.02% 183
2020
Q2
$214K Sell
990
-100
-9% -$21.6K 0.02% 204
2020
Q1
$212K Buy
+1,090
New +$212K 0.02% 197