Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$6.69K Sell
1,223
-54
-4% -$295 ﹤0.01% 1831
2024
Q4
$8.89K Buy
1,277
+366
+40% +$2.55K ﹤0.01% 1709
2024
Q3
$8.55K Buy
911
+879
+2,747% +$8.25K ﹤0.01% 1760
2024
Q2
$321 Hold
32
﹤0.01% 2679
2024
Q1
$383 Hold
32
﹤0.01% 2544
2023
Q4
$397 Sell
32
-79
-71% -$980 ﹤0.01% 2599
2023
Q3
$1.22K Buy
111
+16
+17% +$176 ﹤0.01% 2297
2023
Q2
$1.17K Buy
95
+26
+38% +$320 ﹤0.01% 2335
2023
Q1
$832 Hold
69
﹤0.01% 2496
2022
Q4
$591 Sell
69
-653
-90% -$5.59K ﹤0.01% 2561
2022
Q3
$5K Buy
722
+625
+644% +$4.33K ﹤0.01% 1647
2022
Q2
$1K Buy
97
+65
+203% +$670 ﹤0.01% 2190
2022
Q1
$0 Buy
+32
New ﹤0.01% 2492
2020
Q4
Sell
-346
Closed -$1K 1785
2020
Q3
$1K Sell
346
-642
-65% -$1.86K ﹤0.01% 1525
2020
Q2
$4K Buy
988
+47
+5% +$190 ﹤0.01% 1138
2020
Q1
$5K Hold
941
﹤0.01% 974
2019
Q4
$11K Hold
941
﹤0.01% 899
2019
Q3
$10K Hold
941
﹤0.01% 894
2019
Q2
$12K Hold
941
﹤0.01% 835
2019
Q1
$10K Hold
941
﹤0.01% 887
2018
Q4
$6K Buy
+941
New +$6K ﹤0.01% 951