Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.78K Hold
176
﹤0.01% 901
2024
Q4
$6.42K Sell
176
-584
-77% -$21.3K ﹤0.01% 880
2024
Q3
$25.6K Sell
760
-350
-32% -$11.8K ﹤0.01% 731
2024
Q2
$42.4K Buy
1,110
+350
+46% +$13.4K ﹤0.01% 628
2024
Q1
$34.5K Hold
760
﹤0.01% 662
2023
Q4
$26.3K Sell
760
-40
-5% -$1.38K ﹤0.01% 694
2023
Q3
$24.7K Sell
800
-261
-25% -$8.07K ﹤0.01% 700
2023
Q2
$34.2K Hold
1,061
﹤0.01% 648
2023
Q1
$29K Hold
1,061
﹤0.01% 660
2022
Q4
$20.5K Sell
1,061
-1,599
-60% -$30.9K ﹤0.01% 671
2022
Q3
$44K Sell
2,660
-359
-12% -$5.94K ﹤0.01% 594
2022
Q2
$69K Sell
3,019
-72
-2% -$1.65K ﹤0.01% 529
2022
Q1
$78K Sell
3,091
-1,047
-25% -$26.4K ﹤0.01% 534
2021
Q4
$127K Sell
4,138
-3,396
-45% -$104K ﹤0.01% 460
2021
Q3
$253K Sell
7,534
-953
-11% -$32K 0.01% 360
2021
Q2
$277K Sell
8,487
-1,891
-18% -$61.7K 0.01% 350
2021
Q1
$314K Sell
10,378
-1,281
-11% -$38.8K 0.01% 323
2020
Q4
$389K Buy
+11,659
New +$389K 0.01% 294