Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$28.8K Buy
1,188
+1,072
+924% +$26K ﹤0.01% 1201
2024
Q4
$3.92K Sell
116
-219
-65% -$7.4K ﹤0.01% 2089
2024
Q3
$16.1K Buy
335
+209
+166% +$10K ﹤0.01% 1412
2024
Q2
$5.94K Buy
126
+22
+21% +$1.04K ﹤0.01% 1912
2024
Q1
$6.12K Buy
104
+1
+1% +$59 ﹤0.01% 1799
2023
Q4
$5.56K Sell
103
-74
-42% -$3.99K ﹤0.01% 1834
2023
Q3
$8.85K Buy
177
+47
+36% +$2.35K ﹤0.01% 1480
2023
Q2
$6.68K Sell
130
-19
-13% -$976 ﹤0.01% 1668
2023
Q1
$8.27K Sell
149
-4
-3% -$222 ﹤0.01% 1576
2022
Q4
$8.1K Sell
153
-79
-34% -$4.18K ﹤0.01% 1541
2022
Q3
$10K Buy
232
+77
+50% +$3.32K ﹤0.01% 1333
2022
Q2
$7K Buy
155
+6
+4% +$271 ﹤0.01% 1422
2022
Q1
$8K Buy
149
+46
+45% +$2.47K ﹤0.01% 1391
2021
Q4
$6K Hold
103
﹤0.01% 1454
2021
Q3
$5K Sell
103
-17
-14% -$825 ﹤0.01% 1253
2021
Q2
$6K Buy
120
+17
+17% +$850 ﹤0.01% 1256
2021
Q1
$4K Hold
103
﹤0.01% 1340
2020
Q4
$3K Hold
103
﹤0.01% 1355
2020
Q3
$1K Hold
103
﹤0.01% 1610
2020
Q2
$1K Buy
+103
New +$1K ﹤0.01% 1604
2020
Q1
Sell
-82
Closed -$1K 1820
2019
Q4
$1K Buy
+82
New +$1K ﹤0.01% 1421
2019
Q3
Sell
-93
Closed -$2K 1506
2019
Q2
$2K Sell
93
-56
-38% -$1.2K ﹤0.01% 1252
2019
Q1
$3K Hold
149
﹤0.01% 1172
2018
Q4
$2K Buy
+149
New +$2K ﹤0.01% 1193