Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$16.7K Hold
1,340
﹤0.01% 814
2024
Q4
$17.8K Sell
1,340
-72
-5% -$958 ﹤0.01% 788
2024
Q3
$15.8K Buy
1,412
+1,357
+2,467% +$15.2K ﹤0.01% 795
2024
Q2
$739 Buy
55
+15
+38% +$202 ﹤0.01% 958
2024
Q1
$438 Buy
40
+30
+300% +$329 ﹤0.01% 938
2023
Q4
$235 Sell
10
-12
-55% -$282 ﹤0.01% 950
2023
Q3
$535 Buy
+22
New +$535 ﹤0.01% 975
2022
Q4
Sell
-42
Closed -$1K 990
2022
Q3
$1K Sell
42
-1
-2% -$24 ﹤0.01% 961
2022
Q2
$1K Buy
43
+1
+2% +$23 ﹤0.01% 1014
2022
Q1
$2K Sell
42
-46
-52% -$2.19K ﹤0.01% 989
2021
Q4
$9K Buy
+88
New +$9K ﹤0.01% 882