Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$11.8K Buy
742
+21
+3% +$335 ﹤0.01% 1584
2024
Q4
$13.7K Buy
721
+89
+14% +$1.69K ﹤0.01% 1483
2024
Q3
$9.76K Buy
632
+422
+201% +$6.52K ﹤0.01% 1692
2024
Q2
$2.95K Buy
210
+72
+52% +$1.01K ﹤0.01% 2225
2024
Q1
$2.18K Buy
+138
New +$2.18K ﹤0.01% 2213
2023
Q4
Sell
-341
Closed -$3.84K 2796
2023
Q3
$3.84K Buy
341
+46
+16% +$518 ﹤0.01% 1886
2023
Q2
$5.86K Buy
+295
New +$5.86K ﹤0.01% 1732
2022
Q4
Sell
-784
Closed -$3K 2979
2022
Q3
$3K Buy
784
+85
+12% +$325 ﹤0.01% 1906
2022
Q2
$3K Buy
699
+329
+89% +$1.41K ﹤0.01% 1818
2022
Q1
$2K Sell
370
-1,358
-79% -$7.34K ﹤0.01% 2044
2021
Q4
$12K Buy
1,728
+521
+43% +$3.62K ﹤0.01% 1206
2021
Q3
$11K Buy
1,207
+319
+36% +$2.91K ﹤0.01% 968
2021
Q2
$9K Hold
888
﹤0.01% 1097
2021
Q1
$9K Hold
888
﹤0.01% 1062
2020
Q4
$8K Hold
888
﹤0.01% 1002
2020
Q3
$9K Hold
888
﹤0.01% 882
2020
Q2
$8K Sell
888
-627
-41% -$5.65K ﹤0.01% 917
2020
Q1
$8K Buy
+1,515
New +$8K ﹤0.01% 832