Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23
Closed -$14.5K 573
2024
Q4
$14.5K Buy
23
+5
+28% +$3.15K 0.01% 514
2024
Q3
$13.9K Buy
18
+3
+20% +$2.32K 0.01% 708
2024
Q2
$12.4K Buy
15
+3
+25% +$2.47K 0.01% 520
2024
Q1
$8.38K Hold
12
0.01% 616
2023
Q4
$6.98K Hold
12
﹤0.01% 588
2023
Q3
$5.5K Hold
12
﹤0.01% 667
2023
Q2
$5.82K Hold
12
﹤0.01% 648
2023
Q1
$4.79K Hold
12
﹤0.01% 670
2022
Q4
$4.52K Hold
12
﹤0.01% 668
2022
Q3
$4K Hold
12
﹤0.01% 692
2022
Q2
$3.83K Buy
+12
New +$3.83K ﹤0.01% 740
2022
Q1
Sell
-10
Closed -$5K 634
2021
Q4
$5K Sell
10
-21
-68% -$10.5K ﹤0.01% 769
2021
Q3
$11K Buy
31
+22
+244% +$7.81K 0.01% 692
2021
Q2
$3K Buy
+9
New +$3K ﹤0.01% 800