Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19
Closed -$3.92K 471
2024
Q4
$3.92K Sell
19
-9
-32% -$1.86K ﹤0.01% 746
2024
Q3
$4.93K Sell
28
-3
-10% -$528 ﹤0.01% 1013
2024
Q2
$5.05K Hold
31
﹤0.01% 708
2024
Q1
$4.62K Sell
31
-5
-14% -$744 ﹤0.01% 749
2023
Q4
$4.63K Sell
36
-5
-12% -$643 ﹤0.01% 643
2023
Q3
$4.31K Hold
41
﹤0.01% 691
2023
Q2
$4.28K Buy
41
+8
+24% +$834 ﹤0.01% 690
2023
Q1
$3.33K Sell
33
-6
-15% -$605 ﹤0.01% 710
2022
Q4
$3.6K Sell
39
-18
-32% -$1.66K ﹤0.01% 692
2022
Q3
$5K Sell
57
-2
-3% -$175 ﹤0.01% 670
2022
Q2
$5.8K Buy
+59
New +$5.8K ﹤0.01% 692
2022
Q1
Sell
-92
Closed -$12K 574
2021
Q4
$12K Sell
92
-75
-45% -$9.78K 0.01% 648
2021
Q3
$26K Buy
167
+71
+74% +$11.1K 0.01% 542
2021
Q2
$16K Buy
+96
New +$16K 0.01% 589