Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10
Closed -$1.97K 3631
2024
Q4
$1.97K Sell
10
-9
-47% -$1.77K ﹤0.01% 3027
2024
Q3
$3.96K Hold
19
﹤0.01% 2705
2024
Q2
$4.46K Hold
19
﹤0.01% 2555
2024
Q1
$3.37K Hold
19
﹤0.01% 2626
2023
Q4
$2.61K Sell
19
-8
-30% -$1.1K ﹤0.01% 2612
2023
Q3
$3.04K Sell
27
-10
-27% -$1.12K ﹤0.01% 2440
2023
Q2
$4.34K Buy
37
+27
+270% +$3.17K ﹤0.01% 2324
2023
Q1
$1.05K Hold
10
﹤0.01% 2682
2022
Q4
$817 Buy
10
+3
+43% +$245 ﹤0.01% 2724
2022
Q3
$1K Hold
7
﹤0.01% 2624
2022
Q2
$1K Buy
+7
New +$1K ﹤0.01% 2624
2021
Q4
Sell
-41
Closed -$4K 3356
2021
Q3
$4K Buy
41
+3
+8% +$293 ﹤0.01% 3085
2021
Q2
$4K Buy
38
+3
+9% +$316 ﹤0.01% 3154
2021
Q1
$3K Buy
+35
New +$3K ﹤0.01% 3108