Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$478K Sell
1,293
-164
-11% -$60.6K 0.01% 286
2024
Q4
$661K Buy
1,457
+46
+3% +$20.9K 0.01% 251
2024
Q3
$607K Hold
1,411
0.01% 269
2024
Q2
$515K Sell
1,411
-117
-8% -$42.7K 0.01% 270
2024
Q1
$535K Buy
1,528
+360
+31% +$126K 0.01% 280
2023
Q4
$252K Sell
1,168
-100
-8% -$21.5K 0.01% 350
2023
Q3
$267K Hold
1,268
0.01% 337
2023
Q2
$234K Sell
1,268
-500
-28% -$92.4K 0.01% 349
2023
Q1
$287K Sell
1,768
-100
-5% -$16.3K 0.01% 316
2022
Q4
$277K Sell
1,868
-200
-10% -$29.6K 0.01% 323
2022
Q3
$239K Hold
2,068
0.01% 336
2022
Q2
$213K Sell
2,068
-200
-9% -$20.6K 0.01% 364
2022
Q1
$256K Buy
2,268
+618
+37% +$69.8K 0.01% 360
2021
Q4
$210K Hold
1,650
﹤0.01% 394
2021
Q3
$190K Buy
1,650
+63
+4% +$7.26K ﹤0.01% 393
2021
Q2
$196K Buy
1,587
+837
+112% +$103K ﹤0.01% 391
2021
Q1
$84K Hold
750
﹤0.01% 510
2020
Q4
$69K Buy
750
+200
+36% +$18.4K ﹤0.01% 547
2020
Q3
$37K Buy
550
+50
+10% +$3.36K ﹤0.01% 611
2020
Q2
$33K Buy
+500
New +$33K ﹤0.01% 577