Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.74K Buy
+170
New +$2.74K ﹤0.01% 2185
2024
Q1
Sell
-115
Closed -$1.96K 2707
2023
Q4
$1.96K Sell
115
-264
-70% -$4.49K ﹤0.01% 2269
2023
Q3
$5.48K Sell
379
-2,586
-87% -$37.4K ﹤0.01% 1728
2023
Q2
$44.6K Buy
2,965
+1,357
+84% +$20.4K ﹤0.01% 753
2023
Q1
$24.2K Buy
1,608
+1,283
+395% +$19.3K ﹤0.01% 978
2022
Q4
$6.17K Buy
325
+295
+983% +$5.6K ﹤0.01% 1696
2022
Q3
$1K Buy
+30
New +$1K ﹤0.01% 2366
2022
Q2
Sell
-136
Closed -$4K 2635
2022
Q1
$4K Buy
136
+114
+518% +$3.35K ﹤0.01% 1704
2021
Q4
$1K Hold
22
﹤0.01% 1940
2021
Q3
$1K Hold
22
﹤0.01% 1736
2021
Q2
$1K Sell
22
-19
-46% -$864 ﹤0.01% 1778
2021
Q1
$1K Buy
41
+19
+86% +$463 ﹤0.01% 1735
2020
Q4
$1K Sell
22
-34
-61% -$1.55K ﹤0.01% 1628
2020
Q3
$1K Sell
56
-242
-81% -$4.32K ﹤0.01% 1575
2020
Q2
$9K Sell
298
-79
-21% -$2.39K ﹤0.01% 873
2020
Q1
$12K Buy
377
+276
+273% +$8.79K ﹤0.01% 699
2019
Q4
$4K Buy
101
+38
+60% +$1.51K ﹤0.01% 1152
2019
Q3
$2K Hold
63
﹤0.01% 1266
2019
Q2
$2K Hold
63
﹤0.01% 1236
2019
Q1
$2K Buy
63
+46
+271% +$1.46K ﹤0.01% 1230
2018
Q4
$0 Buy
+17
New ﹤0.01% 1396