Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,339
Closed -$272K 106
2024
Q4
$272K Sell
3,339
-42
-1% -$3.43K 0.06% 77
2024
Q3
$236K Buy
+3,381
New +$236K 0.05% 83
2024
Q1
Sell
-47
Closed -$3.38K 501
2023
Q4
$3.38K Buy
+47
New +$3.38K ﹤0.01% 420
2023
Q3
Sell
-47
Closed -$3.19K 508
2023
Q2
$3.19K Buy
+47
New +$3.19K ﹤0.01% 416
2022
Q4
Sell
-47
Closed -$3K 423
2022
Q3
$3K Hold
47
﹤0.01% 368
2022
Q2
$5K Hold
47
﹤0.01% 349
2022
Q1
$6K Hold
47
﹤0.01% 374
2021
Q4
$9K Sell
47
-18
-28% -$3.45K ﹤0.01% 322
2021
Q3
$17K Buy
+65
New +$17K 0.01% 250