Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$764K Sell
3,517
-1,700
-33% -$369K 0.01% 236
2024
Q4
$1.08M Buy
5,217
+5,199
+28,883% +$1.07M 0.02% 205
2024
Q3
$3.17K Buy
+18
New +$3.17K ﹤0.01% 932
2023
Q1
Sell
-10
Closed -$923 1030
2022
Q4
$923 Hold
10
﹤0.01% 882
2022
Q3
$1K Hold
10
﹤0.01% 947
2022
Q2
$1K Sell
10
-23
-70% -$2.3K ﹤0.01% 995
2022
Q1
$4K Hold
33
﹤0.01% 927
2021
Q4
$4K Hold
33
﹤0.01% 966
2021
Q3
$5K Buy
33
+23
+230% +$3.49K ﹤0.01% 900
2021
Q2
$1K Hold
10
﹤0.01% 1049
2021
Q1
$1K Buy
+10
New +$1K ﹤0.01% 1092
2020
Q1
Sell
-460
Closed -$45K 928
2019
Q4
$45K Hold
460
﹤0.01% 606
2019
Q3
$39K Hold
460
﹤0.01% 633
2019
Q2
$37K Buy
+460
New +$37K ﹤0.01% 645