Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-28
Closed -$1.74K 598
2024
Q4
$1.74K Buy
28
+5
+22% +$310 ﹤0.01% 561
2024
Q3
$1.5K Buy
+23
New +$1.5K ﹤0.01% 562
2023
Q4
Sell
-426
Closed -$18.8K 573
2023
Q3
$18.8K Hold
426
﹤0.01% 386
2023
Q2
$19K Sell
426
-70
-14% -$3.13K ﹤0.01% 404
2023
Q1
$22K Buy
496
+70
+16% +$3.11K ﹤0.01% 395
2022
Q4
$17.7K Hold
426
﹤0.01% 420
2022
Q3
$15.7K Sell
426
-127
-23% -$4.68K ﹤0.01% 397
2022
Q2
$23K Sell
553
-421
-43% -$17.5K ﹤0.01% 409
2022
Q1
$56K Hold
974
﹤0.01% 307
2021
Q4
$65K Hold
974
﹤0.01% 302
2021
Q3
$67.9K Sell
974
-15
-2% -$1.05K ﹤0.01% 293
2021
Q2
$69.4K Sell
989
-750
-43% -$52.7K ﹤0.01% 293
2021
Q1
$106K Buy
1,739
+450
+35% +$27.6K 0.01% 261
2020
Q4
$65K Buy
1,289
+300
+30% +$15.1K ﹤0.01% 297
2020
Q3
$51.5K Hold
989
0.01% 265
2020
Q2
$51.9K Hold
989
0.01% 251
2020
Q1
$29.7K Sell
989
-417
-30% -$12.5K 0.01% 285
2019
Q4
$50.8K Buy
1,406
+116
+9% +$4.19K 0.01% 302
2019
Q3
$50K Sell
1,290
-90
-7% -$3.49K 0.01% 275
2019
Q2
$54.5K Buy
1,380
+217
+19% +$8.57K 0.01% 246
2019
Q1
$43.2K Hold
1,163
0.01% 241
2018
Q4
$32K Hold
1,163
0.01% 228
2018
Q3
$38K Buy
+1,163
New +$38K 0.01% 216