Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$18.1K Sell
1,171
-78
-6% -$1.21K ﹤0.01% 1398
2024
Q4
$10.8K Sell
1,249
-225
-15% -$1.94K ﹤0.01% 1620
2024
Q3
$14.2K Buy
1,474
+225
+18% +$2.17K ﹤0.01% 1491
2024
Q2
$10.8K Hold
1,249
﹤0.01% 1584
2024
Q1
$10.2K Hold
1,249
﹤0.01% 1554
2023
Q4
$9.93K Hold
1,249
﹤0.01% 1556
2023
Q3
$10.4K Hold
1,249
﹤0.01% 1397
2023
Q2
$13.3K Hold
1,249
﹤0.01% 1307
2023
Q1
$12K Hold
1,249
﹤0.01% 1337
2022
Q4
$9.24K Buy
1,249
+892
+250% +$6.6K ﹤0.01% 1473
2022
Q3
$2K Buy
357
+159
+80% +$891 ﹤0.01% 2034
2022
Q2
$1K Buy
198
+139
+236% +$702 ﹤0.01% 2206
2022
Q1
$1K Buy
+59
New +$1K ﹤0.01% 2210
2021
Q4
Sell
-1,101
Closed -$9K 2104
2021
Q3
$9K Buy
1,101
+804
+271% +$6.57K ﹤0.01% 1023
2021
Q2
$3K Buy
+297
New +$3K ﹤0.01% 1454