Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-62
Closed -$14.7K 8176
2024
Q4
$14.7K Buy
62
+37
+148% +$8.74K ﹤0.01% 6669
2024
Q3
$11.6K Buy
25
+17
+213% +$7.89K ﹤0.01% 6673
2024
Q2
$3.99K Buy
8
+7
+700% +$3.49K ﹤0.01% 6912
2024
Q1
$1.4K Buy
+1
New +$1.4K ﹤0.01% 7132
2023
Q1
Sell
-3
Closed -$9.4K 7793
2022
Q4
$9.4K Sell
3
-5
-63% -$15.7K ﹤0.01% 6962
2022
Q3
$40K Buy
+8
New +$40K ﹤0.01% 6500
2022
Q2
Hold
0
7912
2022
Q1
Sell
-1
Closed -$13K 8062
2021
Q4
$13K Sell
1
-2
-67% -$26K ﹤0.01% 7382
2021
Q3
$34K Sell
3
-86
-97% -$975K ﹤0.01% 6890
2021
Q2
$1.24M Buy
+89
New +$1.24M ﹤0.01% 4957
2021
Q1
Hold
0
7274
2020
Q4
Hold
0
-$3K 7081
2020
Q3
Hold
0
6515
2020
Q2
Hold
0
6680
2020
Q1
Hold
0
6653
2019
Q3
Hold
0
-$8K 6711
2019
Q2
Hold
0
-$10K 6193
2019
Q1
Hold
0
-$4K 6185
2018
Q4
Hold
0
-$7K 6336
2018
Q3
Hold
0
-$6K 6376
2018
Q2
Hold
0
-$6K 6406
2018
Q1
Hold
0
6365