Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-146
Closed -$11.8K 2800
2024
Q4
$11.8K Buy
146
+32
+28% +$2.58K ﹤0.01% 1574
2024
Q3
$9.99K Buy
114
+45
+65% +$3.94K ﹤0.01% 1681
2024
Q2
$7.21K Buy
69
+29
+73% +$3.03K ﹤0.01% 1818
2024
Q1
$4.9K Buy
40
+15
+60% +$1.84K ﹤0.01% 1901
2023
Q4
$4.43K Buy
25
+4
+19% +$709 ﹤0.01% 1950
2023
Q3
$3.77K Buy
21
+3
+17% +$539 ﹤0.01% 1896
2023
Q2
$4.12K Hold
18
﹤0.01% 1889
2023
Q1
$3.51K Buy
18
+2
+13% +$390 ﹤0.01% 2007
2022
Q4
$2.62K Hold
16
﹤0.01% 2115
2022
Q3
$2K Sell
16
-64
-80% -$8K ﹤0.01% 2008
2022
Q2
$12K Sell
80
-54
-40% -$8.1K ﹤0.01% 1171
2022
Q1
$35K Buy
134
+118
+738% +$30.8K 0.01% 795
2021
Q4
$3K Hold
16
﹤0.01% 1646
2021
Q3
$2K Hold
16
﹤0.01% 1506
2021
Q2
$1K Hold
16
﹤0.01% 1719
2021
Q1
$1K Hold
16
﹤0.01% 1675
2020
Q4
$1K Buy
+16
New +$1K ﹤0.01% 1582
2020
Q2
Sell
-56
Closed -$1K 1738
2020
Q1
$1K Buy
+56
New +$1K ﹤0.01% 1407