Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$10.1K Sell
2,088
-562
-21% -$2.73K ﹤0.01% 1647
2024
Q4
$20.4K Buy
2,650
+104
+4% +$801 ﹤0.01% 1280
2024
Q3
$16.2K Buy
2,546
+475
+23% +$3.03K ﹤0.01% 1406
2024
Q2
$11.2K Buy
2,071
+41
+2% +$221 ﹤0.01% 1567
2024
Q1
$13.9K Buy
2,030
+123
+6% +$845 ﹤0.01% 1387
2023
Q4
$10.4K Buy
1,907
+1,615
+553% +$8.83K ﹤0.01% 1530
2023
Q3
$984 Sell
292
-1,442
-83% -$4.86K ﹤0.01% 2364
2023
Q2
$11.6K Hold
1,734
﹤0.01% 1373
2023
Q1
$13.4K Hold
1,734
﹤0.01% 1276
2022
Q4
$14.6K Hold
1,734
﹤0.01% 1235
2022
Q3
$16K Hold
1,734
﹤0.01% 1112
2022
Q2
$13K Buy
1,734
+757
+77% +$5.68K ﹤0.01% 1156
2022
Q1
$5K Sell
977
-426
-30% -$2.18K ﹤0.01% 1619
2021
Q4
$10K Buy
1,403
+521
+59% +$3.71K ﹤0.01% 1283
2021
Q3
$8K Hold
882
﹤0.01% 1098
2021
Q2
$11K Hold
882
﹤0.01% 1027
2021
Q1
$13K Hold
882
﹤0.01% 920
2020
Q4
$10K Hold
882
﹤0.01% 922
2020
Q3
$7K Hold
882
﹤0.01% 979
2020
Q2
$4K Buy
+882
New +$4K ﹤0.01% 1204
2019
Q4
Sell
-1,894
Closed -$3K 1554
2019
Q3
$3K Hold
1,894
﹤0.01% 1206
2019
Q2
$6K Buy
+1,894
New +$6K ﹤0.01% 1022