Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-53
Closed -$14.6K 909
2024
Q4
$14.6K Hold
53
﹤0.01% 632
2024
Q3
$18.4K Hold
53
﹤0.01% 591
2024
Q2
$17.5K Hold
53
0.01% 579
2024
Q1
$19.2K Hold
53
0.01% 556
2023
Q4
$15.9K Sell
53
-22
-29% -$6.59K 0.01% 569
2023
Q3
$21.5K Hold
75
0.01% 501
2023
Q2
$21K Hold
75
0.01% 495
2023
Q1
$19.2K Hold
75
0.01% 506
2022
Q4
$25K Hold
75
0.01% 444
2022
Q3
$21K Sell
75
-15
-17% -$4.2K 0.01% 446
2022
Q2
$24K Hold
90
0.01% 427
2022
Q1
$22K Hold
90
0.01% 448
2021
Q4
$21K Hold
90
0.01% 476
2021
Q3
$18K Hold
90
0.01% 495
2021
Q2
$21K Hold
90
0.01% 488
2021
Q1
$22K Hold
90
0.01% 478
2020
Q4
$19K Buy
90
+29
+48% +$6.12K 0.01% 468
2020
Q3
$10K Hold
61
0.01% 515
2020
Q2
$11K Hold
61
0.01% 491
2020
Q1
$11K Hold
61
0.01% 476
2019
Q4
$12K Sell
61
-40
-40% -$7.87K 0.01% 512
2019
Q3
$15K Buy
101
+40
+66% +$5.94K 0.01% 492
2019
Q2
$10K Buy
61
+32
+110% +$5.25K 0.01% 547
2019
Q1
$5K Hold
29
﹤0.01% 625
2018
Q4
$6K Buy
+29
New +$6K ﹤0.01% 614
2017
Q1
$11K Buy
+72
New +$11K 0.01% 491