Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-308
Closed -$9.1K 907
2024
Q4
$9.1K Sell
308
-379
-55% -$11.2K ﹤0.01% 709
2024
Q3
$21.6K Buy
687
+226
+49% +$7.09K 0.01% 563
2024
Q2
$16.6K Hold
461
﹤0.01% 588
2024
Q1
$17.4K Sell
461
-229
-33% -$8.63K 0.01% 571
2023
Q4
$24.4K Sell
690
-277
-29% -$9.81K 0.01% 499
2023
Q3
$37.4K Sell
967
-1,268
-57% -$49.1K 0.01% 414
2023
Q2
$78.9K Hold
2,235
0.03% 288
2023
Q1
$84.8K Buy
2,235
+1,244
+126% +$47.2K 0.03% 278
2022
Q4
$35K Sell
991
-20
-2% -$706 0.01% 386
2022
Q3
$29K Hold
1,011
0.01% 401
2022
Q2
$29K Buy
1,011
+248
+33% +$7.11K 0.01% 400
2022
Q1
$22K Sell
763
-52
-6% -$1.5K 0.01% 447
2021
Q4
$22K Sell
815
-41
-5% -$1.11K 0.01% 466
2021
Q3
$23K Hold
856
0.01% 453
2021
Q2
$23K Hold
856
0.01% 473
2021
Q1
$21K Buy
856
+373
+77% +$9.15K 0.01% 486
2020
Q4
$10K Sell
483
-127
-21% -$2.63K 0.01% 536
2020
Q3
$11K Hold
610
0.01% 503
2020
Q2
$14K Hold
610
0.01% 466
2020
Q1
$15K Sell
610
-20
-3% -$492 0.01% 427
2019
Q4
$24K Hold
630
0.02% 408
2019
Q3
$24K Sell
630
-413
-40% -$15.7K 0.01% 420
2019
Q2
$43K Hold
1,043
0.02% 329
2019
Q1
$45K Sell
1,043
-16
-2% -$690 0.03% 314
2018
Q4
$39K Buy
+1,059
New +$39K 0.02% 318
2017
Q1
$42K Buy
+1,380
New +$42K 0.03% 307