Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$17.1K Sell
185
-124
-40% -$11.5K ﹤0.01% 1423
2024
Q4
$28.9K Buy
309
+45
+17% +$4.21K ﹤0.01% 1078
2024
Q3
$25.8K Buy
264
+30
+13% +$2.94K ﹤0.01% 1151
2024
Q2
$22.9K Buy
234
+99
+73% +$9.69K ﹤0.01% 1165
2024
Q1
$16.6K Sell
135
-25
-16% -$3.08K ﹤0.01% 1310
2023
Q4
$19.4K Buy
160
+101
+171% +$12.3K ﹤0.01% 1196
2023
Q3
$6.98K Buy
59
+5
+9% +$591 ﹤0.01% 1596
2023
Q2
$7.1K Sell
54
-39
-42% -$5.13K ﹤0.01% 1646
2023
Q1
$12.6K Buy
93
+11
+13% +$1.49K ﹤0.01% 1305
2022
Q4
$11.4K Sell
82
-28
-25% -$3.88K ﹤0.01% 1377
2022
Q3
$11K Buy
110
+83
+307% +$8.3K ﹤0.01% 1265
2022
Q2
$3K Hold
27
﹤0.01% 1731
2022
Q1
$4K Buy
27
+5
+23% +$741 ﹤0.01% 1664
2021
Q4
$3K Hold
22
﹤0.01% 1630
2021
Q3
$3K Hold
22
﹤0.01% 1372
2021
Q2
$3K Hold
22
﹤0.01% 1432
2021
Q1
$3K Hold
22
﹤0.01% 1380
2020
Q4
$2K Hold
22
﹤0.01% 1413
2020
Q3
$2K Hold
22
﹤0.01% 1346
2020
Q2
$1K Buy
+22
New +$1K ﹤0.01% 1495