Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$736 Buy
262
+28
+12% +$79 ﹤0.01% 2533
2024
Q4
$854 Buy
234
+136
+139% +$496 ﹤0.01% 2513
2024
Q3
$360 Buy
+98
New +$360 ﹤0.01% 2736
2023
Q4
Sell
-227
Closed -$1.02K 2817
2023
Q3
$1.02K Buy
227
+112
+97% +$503 ﹤0.01% 2356
2023
Q2
$367 Buy
+115
New +$367 ﹤0.01% 2567
2023
Q1
Sell
-235
Closed -$1.45K 2911
2022
Q4
$1.45K Sell
235
-208
-47% -$1.29K ﹤0.01% 2370
2022
Q3
$2K Sell
443
-403
-48% -$1.82K ﹤0.01% 2134
2022
Q2
$5K Buy
846
+439
+108% +$2.6K ﹤0.01% 1571
2022
Q1
$5K Hold
407
﹤0.01% 1611
2021
Q4
$3K Hold
407
﹤0.01% 1697
2021
Q3
$5K Hold
407
﹤0.01% 1258
2021
Q2
$5K Hold
407
﹤0.01% 1305
2021
Q1
$6K Hold
407
﹤0.01% 1220
2020
Q4
$5K Hold
407
﹤0.01% 1205
2020
Q3
$3K Sell
407
-90
-18% -$663 ﹤0.01% 1305
2020
Q2
$4K Buy
+497
New +$4K ﹤0.01% 1198
2020
Q1
Sell
-63
Closed -$1K 1857
2019
Q4
$1K Hold
63
﹤0.01% 1435
2019
Q3
$1K Hold
63
﹤0.01% 1381
2019
Q2
$1K Hold
63
﹤0.01% 1348
2019
Q1
$1K Hold
63
﹤0.01% 1330
2018
Q4
$1K Buy
+63
New +$1K ﹤0.01% 1291