Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,500
Closed -$51.3K 472
2024
Q4
$51.3K Buy
1,500
+100
+7% +$3.42K 0.03% 328
2024
Q3
$57.8K Hold
1,400
0.02% 417
2024
Q2
$54.4K Buy
1,400
+100
+8% +$3.89K 0.03% 321
2024
Q1
$56.3K Hold
1,300
0.04% 290
2023
Q4
$48.2K Hold
1,300
0.03% 303
2023
Q3
$47.1K Hold
1,300
0.02% 419
2023
Q2
$46.3K Hold
1,300
0.03% 376
2023
Q1
$46.3K Sell
1,300
-88
-6% -$3.13K 0.03% 399
2022
Q4
$48.8K Buy
1,388
+700
+102% +$24.6K 0.03% 382
2022
Q3
$20K Buy
688
+599
+673% +$17.4K 0.01% 508
2022
Q2
$4.83K Buy
+89
New +$4.83K ﹤0.01% 709
2022
Q1
Sell
-185
Closed -$10K 575
2021
Q4
$10K Sell
185
-185
-50% -$10K 0.01% 673
2021
Q3
$18K Buy
370
+210
+131% +$10.2K 0.01% 609
2021
Q2
$8K Buy
+160
New +$8K 0.01% 702