Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$35.2K Buy
64
+18
+39% +$9.9K ﹤0.01% 702
2024
Q4
$20.6K Buy
+46
New +$20.6K ﹤0.01% 769
2024
Q2
Sell
-100
Closed -$26.4K 1026
2024
Q1
$26.4K Hold
100
﹤0.01% 699
2023
Q4
$18.8K Sell
100
-22
-18% -$4.13K ﹤0.01% 750
2023
Q3
$18.9K Buy
122
+22
+22% +$3.4K ﹤0.01% 741
2023
Q2
$16.1K Hold
100
﹤0.01% 753
2023
Q1
$13.4K Hold
100
﹤0.01% 771
2022
Q4
$7.9K Hold
100
﹤0.01% 763
2022
Q3
$9K Hold
100
﹤0.01% 788
2022
Q2
$9K Hold
100
﹤0.01% 826
2022
Q1
$15K Sell
100
-61
-38% -$9.15K ﹤0.01% 798
2021
Q4
$38K Buy
161
+53
+49% +$12.5K ﹤0.01% 662
2021
Q3
$24K Hold
108
﹤0.01% 716
2021
Q2
$30K Sell
108
-136
-56% -$37.8K ﹤0.01% 675
2021
Q1
$65K Hold
244
﹤0.01% 560
2020
Q4
$77K Sell
244
-29
-11% -$9.15K ﹤0.01% 521
2020
Q3
$66K Buy
+273
New +$66K ﹤0.01% 514