Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-45
Closed -$3.67K 1124
2024
Q4
$3.67K Hold
45
﹤0.01% 785
2024
Q3
$3.14K Sell
45
-10
-18% -$697 ﹤0.01% 845
2024
Q2
$3.26K Hold
55
﹤0.01% 828
2024
Q1
$3.6K Hold
55
﹤0.01% 821
2023
Q4
$3.96K Hold
55
﹤0.01% 766
2023
Q3
$3.85K Hold
55
﹤0.01% 761
2023
Q2
$3.73K Buy
55
+10
+22% +$679 ﹤0.01% 777
2023
Q1
$3.32K Sell
45
-13
-22% -$960 ﹤0.01% 782
2022
Q4
$3.93K Hold
58
﹤0.01% 751
2022
Q3
$4.27K Sell
58
-37
-39% -$2.72K ﹤0.01% 732
2022
Q2
$10.3K Hold
95
﹤0.01% 616
2022
Q1
$11.1K Buy
95
+50
+111% +$5.86K ﹤0.01% 604
2021
Q4
$8.28K Hold
45
﹤0.01% 651
2021
Q3
$11.8K Sell
45
-28
-38% -$7.32K ﹤0.01% 672
2021
Q2
$28.3K Hold
73
0.01% 479
2021
Q1
$23.5K Hold
73
0.01% 495
2020
Q4
$24.6K Sell
73
-26
-26% -$8.77K 0.01% 458
2020
Q3
$46.5K Hold
99
0.02% 319
2020
Q2
$25.1K Buy
+99
New +$25.1K 0.01% 398
2020
Q1
Hold
0
938