Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$75.8K Hold
931
0.01% 799
2024
Q4
$68K Hold
931
0.01% 689
2024
Q3
$55.3K Sell
931
-392
-30% -$23.3K ﹤0.01% 776
2024
Q2
$67.6K Sell
1,323
-56
-4% -$2.86K 0.01% 676
2024
Q1
$74K Sell
1,379
-218
-14% -$11.7K 0.01% 640
2023
Q4
$72.2K Sell
1,597
-26
-2% -$1.18K 0.01% 626
2023
Q3
$79.8K Buy
1,623
+16
+1% +$787 0.01% 525
2023
Q2
$76.7K Buy
1,607
+37
+2% +$1.77K 0.01% 564
2023
Q1
$62.1K Sell
1,570
-10
-0.6% -$396 0.01% 613
2022
Q4
$64.8K Buy
1,580
+158
+11% +$6.48K 0.01% 601
2022
Q3
$55K Buy
1,422
+13
+0.9% +$503 0.01% 615
2022
Q2
$48K Buy
1,409
+395
+39% +$13.5K 0.01% 674
2022
Q1
$32K Sell
1,014
-161
-14% -$5.08K ﹤0.01% 846
2021
Q4
$29K Hold
1,175
﹤0.01% 900
2021
Q3
$29K Hold
1,175
0.01% 617
2021
Q2
$33K Hold
1,175
0.01% 610
2021
Q1
$33K Hold
1,175
0.01% 572
2020
Q4
$27K Hold
1,175
0.01% 593
2020
Q3
$20K Hold
1,175
0.01% 609
2020
Q2
$19K Buy
1,175
+785
+201% +$12.7K 0.01% 628
2020
Q1
$6K Buy
+390
New +$6K ﹤0.01% 946