Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-250
Closed -$5.01K 58
2024
Q4
$5.01K Sell
250
-173
-41% -$3.47K ﹤0.01% 38
2024
Q3
$9.92K Sell
423
-260
-38% -$6.1K ﹤0.01% 29
2024
Q2
$21.2K Buy
683
+402
+143% +$12.5K 0.01% 28
2024
Q1
$12.4K Hold
281
0.01% 31
2023
Q4
$14.1K Sell
281
-220
-44% -$11.1K 0.01% 31
2023
Q3
$17.8K Sell
501
-74
-13% -$2.63K 0.01% 28
2023
Q2
$19.2K Sell
575
-2,025
-78% -$67.7K 0.01% 29
2023
Q1
$84.9K Buy
2,600
+200
+8% +$6.53K 0.04% 18
2022
Q4
$63.4K Buy
2,400
+400
+20% +$10.6K 0.04% 19
2022
Q3
$52K Buy
2,000
+1,575
+371% +$41K 0.03% 18
2022
Q2
$16K Buy
425
+388
+1,049% +$14.6K 0.01% 26
2022
Q1
$2K Sell
37
-38
-51% -$2.05K ﹤0.01% 44
2021
Q4
$4K Buy
+75
New +$4K ﹤0.01% 40
2021
Q3
Sell
-75
Closed -$4K 61
2021
Q2
$4K Buy
75
+25
+50% +$1.33K ﹤0.01% 22
2021
Q1
$3K Sell
50
-50
-50% -$3K ﹤0.01% 24
2020
Q4
$5K Buy
+100
New +$5K ﹤0.01% 13