Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$9.74K Buy
1,058
+74
+8% +$682 ﹤0.01% 1661
2024
Q4
$7.74K Sell
984
-364
-27% -$2.87K ﹤0.01% 1790
2024
Q3
$16.9K Buy
1,348
+414
+44% +$5.19K ﹤0.01% 1388
2024
Q2
$5.61K Buy
934
+202
+28% +$1.21K ﹤0.01% 1945
2024
Q1
$4.87K Sell
732
-939
-56% -$6.25K ﹤0.01% 1902
2023
Q4
$17.2K Buy
1,671
+942
+129% +$9.72K ﹤0.01% 1261
2023
Q3
$5.13K Hold
729
﹤0.01% 1754
2023
Q2
$9.05K Hold
729
﹤0.01% 1523
2023
Q1
$6.61K Buy
729
+40
+6% +$362 ﹤0.01% 1717
2022
Q4
$2.92K Buy
689
+587
+575% +$2.49K ﹤0.01% 2063
2022
Q3
$1K Sell
102
-71
-41% -$696 ﹤0.01% 2463
2022
Q2
$1K Buy
173
+72
+71% +$416 ﹤0.01% 2344
2022
Q1
$2K Buy
+101
New +$2K ﹤0.01% 2062
2021
Q4
Hold
0
2192
2021
Q3
Sell
-282
Closed -$18K 1985
2021
Q2
$18K Buy
282
+19
+7% +$1.21K ﹤0.01% 823
2021
Q1
$18K Buy
263
+23
+10% +$1.57K ﹤0.01% 783
2020
Q4
$16K Buy
240
+140
+140% +$9.33K ﹤0.01% 757
2020
Q3
$5K Hold
100
﹤0.01% 1122
2020
Q2
$4K Buy
+100
New +$4K ﹤0.01% 1195