Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$12K Sell
199
-10
-5% -$605 ﹤0.01% 1579
2024
Q4
$13.2K Buy
209
+14
+7% +$884 ﹤0.01% 1501
2024
Q3
$11.6K Sell
195
-73
-27% -$4.33K ﹤0.01% 1590
2024
Q2
$21.6K Buy
268
+10
+4% +$808 ﹤0.01% 1205
2024
Q1
$19.6K Buy
258
+17
+7% +$1.29K ﹤0.01% 1221
2023
Q4
$16.8K Sell
241
-15
-6% -$1.04K ﹤0.01% 1282
2023
Q3
$17.7K Buy
256
+70
+38% +$4.83K ﹤0.01% 1116
2023
Q2
$13.1K Buy
186
+19
+11% +$1.33K ﹤0.01% 1314
2023
Q1
$9.65K Sell
167
-8
-5% -$462 ﹤0.01% 1478
2022
Q4
$7.06K Sell
175
-125
-42% -$5.04K ﹤0.01% 1615
2022
Q3
$14K Buy
300
+130
+76% +$6.07K ﹤0.01% 1166
2022
Q2
$9K Buy
170
+121
+247% +$6.41K ﹤0.01% 1297
2022
Q1
$2K Sell
49
-105
-68% -$4.29K ﹤0.01% 2001
2021
Q4
$10K Sell
154
-69
-31% -$4.48K ﹤0.01% 1263
2021
Q3
$20K Buy
223
+108
+94% +$9.69K 0.01% 742
2021
Q2
$12K Hold
115
﹤0.01% 980
2021
Q1
$13K Sell
115
-3
-3% -$339 ﹤0.01% 907
2020
Q4
$21K Buy
118
+3
+3% +$534 0.01% 669
2020
Q3
$16K Buy
+115
New +$16K ﹤0.01% 690