Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,006
Closed -$9.47K 2787
2024
Q4
$9.47K Sell
1,006
-201
-17% -$1.89K ﹤0.01% 1679
2024
Q3
$13.7K Buy
1,207
+407
+51% +$4.61K ﹤0.01% 1509
2024
Q2
$7.82K Buy
+800
New +$7.82K ﹤0.01% 1766
2023
Q3
Sell
-168
Closed -$1.68K 2689
2023
Q2
$1.68K Hold
168
﹤0.01% 2217
2023
Q1
$1.91K Sell
168
-92
-35% -$1.05K ﹤0.01% 2263
2022
Q4
$3.1K Sell
260
-147
-36% -$1.75K ﹤0.01% 2035
2022
Q3
$4K Sell
407
-856
-68% -$8.41K ﹤0.01% 1724
2022
Q2
$16K Sell
1,263
-74
-6% -$937 ﹤0.01% 1054
2022
Q1
$15K Sell
1,337
-318
-19% -$3.57K ﹤0.01% 1115
2021
Q4
$20K Buy
+1,655
New +$20K ﹤0.01% 1010
2020
Q2
Sell
-450
Closed -$4K 1711
2020
Q1
$4K Sell
450
-2,261
-83% -$20.1K ﹤0.01% 1056
2019
Q4
$29K Sell
2,711
-1,178
-30% -$12.6K 0.01% 609
2019
Q3
$38K Buy
+3,889
New +$38K 0.01% 498