Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$14.8K Sell
544
-310
-36% -$8.42K ﹤0.01% 1487
2024
Q4
$34.7K Buy
854
+520
+156% +$21.1K ﹤0.01% 971
2024
Q3
$9.6K Buy
334
+180
+117% +$5.17K ﹤0.01% 1701
2024
Q2
$6.79K Buy
154
+20
+15% +$882 ﹤0.01% 1850
2024
Q1
$8.32K Sell
134
-5
-4% -$311 ﹤0.01% 1665
2023
Q4
$10.9K Sell
139
-26
-16% -$2.05K ﹤0.01% 1506
2023
Q3
$10.6K Sell
165
-33
-17% -$2.12K ﹤0.01% 1383
2023
Q2
$16.3K Sell
198
-144
-42% -$11.9K ﹤0.01% 1198
2023
Q1
$24.7K Sell
342
-140
-29% -$10.1K ﹤0.01% 970
2022
Q4
$32.7K Buy
482
+162
+51% +$11K ﹤0.01% 851
2022
Q3
$24K Sell
320
-3
-0.9% -$225 ﹤0.01% 907
2022
Q2
$29K Buy
323
+297
+1,142% +$26.7K ﹤0.01% 847
2022
Q1
$3K Buy
+26
New +$3K ﹤0.01% 1815
2021
Q4
Sell
-9
Closed -$1K 2123
2021
Q3
$1K Sell
9
-50
-85% -$5.56K ﹤0.01% 1716
2021
Q2
$11K Sell
59
-35
-37% -$6.53K ﹤0.01% 1007
2021
Q1
$15K Buy
94
+55
+141% +$8.78K ﹤0.01% 849
2020
Q4
$7K Buy
39
+34
+680% +$6.1K ﹤0.01% 1041
2020
Q3
$1K Buy
+5
New +$1K ﹤0.01% 1551
2019
Q3
Sell
-330
Closed -$16K 1460
2019
Q2
$16K Hold
330
0.01% 761
2019
Q1
$17K Hold
330
0.01% 745
2018
Q4
$14K Buy
+330
New +$14K 0.01% 727