Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$6K Buy
162
+4
+3% +$148 ﹤0.01% 1881
2024
Q4
$6.12K Sell
158
-214
-58% -$8.28K ﹤0.01% 1892
2024
Q3
$13.1K Buy
372
+38
+11% +$1.33K ﹤0.01% 1535
2024
Q2
$12.3K Buy
334
+21
+7% +$776 ﹤0.01% 1514
2024
Q1
$12.3K Sell
313
-8
-2% -$315 ﹤0.01% 1461
2023
Q4
$15.2K Sell
321
-4
-1% -$189 ﹤0.01% 1329
2023
Q3
$13.5K Buy
325
+17
+6% +$707 ﹤0.01% 1259
2023
Q2
$11.2K Buy
308
+52
+20% +$1.89K ﹤0.01% 1391
2023
Q1
$7.86K Buy
256
+132
+106% +$4.05K ﹤0.01% 1609
2022
Q4
$3.39K Buy
124
+52
+72% +$1.42K ﹤0.01% 1995
2022
Q3
$2K Buy
72
+7
+11% +$194 ﹤0.01% 2173
2022
Q2
$2K Buy
65
+36
+124% +$1.11K ﹤0.01% 2083
2022
Q1
$1K Hold
29
﹤0.01% 2402
2021
Q4
$1K Hold
29
﹤0.01% 2020
2021
Q3
$1K Hold
29
﹤0.01% 1803
2021
Q2
$1K Hold
29
﹤0.01% 1852
2021
Q1
$1K Hold
29
﹤0.01% 1811
2020
Q4
$1K Hold
29
﹤0.01% 1711
2020
Q3
$1K Hold
29
﹤0.01% 1676
2020
Q2
$1K Buy
+29
New +$1K ﹤0.01% 1652
2020
Q1
Sell
-326
Closed -$11K 1897
2019
Q4
$11K Hold
326
﹤0.01% 914
2019
Q3
$11K Hold
326
﹤0.01% 885
2019
Q2
$11K Hold
326
﹤0.01% 878
2019
Q1
$11K Hold
326
﹤0.01% 878
2018
Q4
$11K Buy
+326
New +$11K 0.01% 809