Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$27.7K Hold
4,183
﹤0.01% 1217
2024
Q4
$21.5K Sell
4,183
-2,629
-39% -$13.5K ﹤0.01% 1246
2024
Q3
$41.9K Sell
6,812
-1,825
-21% -$11.2K ﹤0.01% 909
2024
Q2
$68K Buy
8,637
+83
+1% +$653 0.01% 673
2024
Q1
$70.1K Buy
8,554
+3,652
+75% +$29.9K 0.01% 658
2023
Q4
$34K Sell
4,902
-617
-11% -$4.28K ﹤0.01% 919
2023
Q3
$45.8K Buy
5,519
+146
+3% +$1.21K 0.01% 727
2023
Q2
$36.2K Sell
5,373
-289
-5% -$1.95K ﹤0.01% 829
2023
Q1
$40K Buy
5,662
+901
+19% +$6.36K ﹤0.01% 776
2022
Q4
$34K Hold
4,761
﹤0.01% 829
2022
Q3
$29K Buy
4,761
+102
+2% +$621 ﹤0.01% 834
2022
Q2
$33K Hold
4,659
0.01% 803
2022
Q1
$34K Hold
4,659
0.01% 823
2021
Q4
$25K Buy
4,659
+4,183
+879% +$22.4K ﹤0.01% 950
2021
Q3
$2K Hold
476
﹤0.01% 1633
2021
Q2
$2K Sell
476
-175
-27% -$735 ﹤0.01% 1667
2021
Q1
$3K Buy
651
+175
+37% +$806 ﹤0.01% 1474
2020
Q4
$1K Buy
+476
New +$1K ﹤0.01% 1716