Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$60.8K Hold
1,253
﹤0.01% 615
2024
Q4
$61.2K Hold
1,253
﹤0.01% 610
2024
Q3
$77.8K Sell
1,253
-500
-29% -$31.1K ﹤0.01% 564
2024
Q2
$100K Hold
1,753
﹤0.01% 507
2024
Q1
$101K Sell
1,753
-100
-5% -$5.77K ﹤0.01% 505
2023
Q4
$127K Hold
1,853
﹤0.01% 461
2023
Q3
$105K Buy
1,853
+150
+9% +$8.53K ﹤0.01% 473
2023
Q2
$102K Sell
1,703
-499
-23% -$29.8K ﹤0.01% 479
2023
Q1
$140K Buy
2,202
+433
+24% +$27.5K ﹤0.01% 420
2022
Q4
$110K Buy
1,769
+17
+1% +$1.06K ﹤0.01% 452
2022
Q3
$88K Hold
1,752
﹤0.01% 488
2022
Q2
$98K Sell
1,752
-212
-11% -$11.9K ﹤0.01% 473
2022
Q1
$135K Hold
1,964
﹤0.01% 448
2021
Q4
$106K Hold
1,964
﹤0.01% 488
2021
Q3
$94K Hold
1,964
﹤0.01% 490
2021
Q2
$128K Hold
1,964
﹤0.01% 442
2021
Q1
$122K Buy
1,964
+1,203
+158% +$74.7K ﹤0.01% 455
2020
Q4
$44K Buy
+761
New +$44K ﹤0.01% 621