Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$35.9K Sell
525
-275
-34% -$18.8K ﹤0.01% 696
2024
Q4
$62.2K Sell
800
-330
-29% -$25.7K ﹤0.01% 608
2024
Q3
$75.8K Sell
1,130
-278
-20% -$18.6K ﹤0.01% 569
2024
Q2
$160K Sell
1,408
-372
-21% -$42.2K ﹤0.01% 435
2024
Q1
$247K Buy
1,780
+100
+6% +$13.9K ﹤0.01% 364
2023
Q4
$208K Buy
1,680
+200
+14% +$24.8K ﹤0.01% 376
2023
Q3
$138K Buy
1,480
+116
+9% +$10.8K ﹤0.01% 435
2023
Q2
$175K Buy
1,364
+200
+17% +$25.7K ﹤0.01% 389
2023
Q1
$135K Hold
1,164
﹤0.01% 426
2022
Q4
$132K Buy
1,164
+24
+2% +$2.72K ﹤0.01% 427
2022
Q3
$92K Hold
1,140
﹤0.01% 480
2022
Q2
$85K Hold
1,140
﹤0.01% 492
2022
Q1
$146K Buy
1,140
+60
+6% +$7.68K ﹤0.01% 437
2021
Q4
$145K Sell
1,080
-120
-10% -$16.1K ﹤0.01% 441
2021
Q3
$164K Hold
1,200
﹤0.01% 416
2021
Q2
$128K Hold
1,200
﹤0.01% 444
2021
Q1
$108K Hold
1,200
﹤0.01% 471
2020
Q4
$111K Sell
1,200
-1,008
-46% -$93.2K ﹤0.01% 459
2020
Q3
$228K Buy
2,208
+1,008
+84% +$104K 0.01% 340
2020
Q2
$122K Hold
1,200
﹤0.01% 412
2020
Q1
$81K Buy
+1,200
New +$81K ﹤0.01% 425