Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$73 442
2024
Q4
$73 Sell
1
-88
-99% -$6.42K ﹤0.01% 991
2024
Q3
$5.95K Sell
89
-9
-9% -$602 ﹤0.01% 937
2024
Q2
$5.72K Hold
98
﹤0.01% 675
2024
Q1
$6.33K Sell
98
-14
-13% -$904 ﹤0.01% 670
2023
Q4
$7.09K Sell
112
-14
-11% -$886 ﹤0.01% 585
2023
Q3
$8.43K Sell
126
-65
-34% -$4.35K ﹤0.01% 620
2023
Q2
$20K Sell
191
-38
-17% -$3.97K 0.01% 529
2023
Q1
$28K Sell
229
-10
-4% -$1.22K 0.02% 493
2022
Q4
$29.9K Buy
239
+7
+3% +$875 0.02% 469
2022
Q3
$24K Buy
232
+30
+15% +$3.1K 0.01% 478
2022
Q2
$21.7K Buy
+202
New +$21.7K 0.01% 534
2022
Q1
Sell
-277
Closed -$31K 547
2021
Q4
$31K Sell
277
-233
-46% -$26.1K 0.02% 473
2021
Q3
$48K Buy
510
+60
+13% +$5.65K 0.03% 396
2021
Q2
$52K Buy
+450
New +$52K 0.04% 327