Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8
Closed -$1K 806
2024
Q4
$1K Hold
8
﹤0.01% 720
2024
Q3
$1K Hold
8
﹤0.01% 595
2024
Q2
$1K Hold
8
﹤0.01% 612
2024
Q1
$1K Hold
8
﹤0.01% 642
2023
Q4
$1K Hold
8
﹤0.01% 618
2023
Q3
$1K Hold
8
﹤0.01% 616
2023
Q2
$1K Sell
8
-3,912
-100% -$489K ﹤0.01% 653
2023
Q1
$349K Hold
3,920
0.08% 131
2022
Q4
$277K Buy
3,920
+3,433
+705% +$243K 0.07% 169
2022
Q3
$22K Hold
487
0.01% 544
2022
Q2
$28K Hold
487
0.01% 503
2022
Q1
$37K Sell
487
-328
-40% -$24.9K 0.01% 497
2021
Q4
$86K Buy
815
+338
+71% +$35.7K 0.01% 362
2021
Q3
$49K Buy
+477
New +$49K 0.01% 410
2020
Q4
Sell
-964
Closed -$61K 643
2020
Q3
$61K Buy
+964
New +$61K 0.01% 353
2018
Q3
Sell
-295
Closed -$44K 463
2018
Q2
$44K Buy
+295
New +$44K 0.01% 206