Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$28.1K Buy
2,253
+81
+4% +$1.01K ﹤0.01% 1212
2024
Q4
$43K Buy
2,172
+901
+71% +$17.8K ﹤0.01% 882
2024
Q3
$10.4K Sell
1,271
-255
-17% -$2.08K ﹤0.01% 1659
2024
Q2
$10.4K Buy
+1,526
New +$10.4K ﹤0.01% 1604
2023
Q4
Sell
-390
Closed -$959 2780
2023
Q3
$959 Sell
390
-439
-53% -$1.08K ﹤0.01% 2370
2023
Q2
$6.48K Sell
829
-401
-33% -$3.13K ﹤0.01% 1686
2023
Q1
$8.09K Buy
1,230
+554
+82% +$3.65K ﹤0.01% 1588
2022
Q4
$3.93K Buy
676
+314
+87% +$1.83K ﹤0.01% 1943
2022
Q3
$2K Buy
362
+205
+131% +$1.13K ﹤0.01% 2093
2022
Q2
$1K Sell
157
-724
-82% -$4.61K ﹤0.01% 2296
2022
Q1
$7K Sell
881
-162
-16% -$1.29K ﹤0.01% 1455
2021
Q4
$10K Buy
1,043
+85
+9% +$815 ﹤0.01% 1278
2021
Q3
$12K Buy
958
+238
+33% +$2.98K ﹤0.01% 922
2021
Q2
$11K Hold
720
﹤0.01% 1015
2021
Q1
$12K Hold
720
﹤0.01% 940
2020
Q4
$12K Hold
720
﹤0.01% 842
2020
Q3
$27K Sell
720
-46
-6% -$1.73K 0.01% 524
2020
Q2
$17K Buy
766
+114
+17% +$2.53K 0.01% 669
2020
Q1
$6K Buy
+652
New +$6K ﹤0.01% 928