Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-124
Closed -$4.19K 926
2024
Q4
$4.19K Hold
124
﹤0.01% 806
2024
Q3
$5.95K Hold
124
﹤0.01% 761
2024
Q2
$5.85K Sell
124
-50
-29% -$2.36K ﹤0.01% 734
2024
Q1
$10.2K Sell
174
-13
-7% -$764 ﹤0.01% 654
2023
Q4
$10.1K Sell
187
-91
-33% -$4.91K ﹤0.01% 626
2023
Q3
$13.9K Hold
278
﹤0.01% 566
2023
Q2
$14.3K Hold
278
﹤0.01% 547
2023
Q1
$15.4K Sell
278
-76
-21% -$4.22K 0.01% 537
2022
Q4
$19K Sell
354
-32
-8% -$1.72K 0.01% 476
2022
Q3
$17K Buy
386
+124
+47% +$5.46K 0.01% 480
2022
Q2
$12K Buy
262
+63
+32% +$2.89K ﹤0.01% 535
2022
Q1
$10K Buy
199
+48
+32% +$2.41K ﹤0.01% 582
2021
Q4
$9K Sell
151
-200
-57% -$11.9K ﹤0.01% 606
2021
Q3
$17K Buy
+351
New +$17K 0.01% 514
2019
Q4
Sell
-444
Closed -$8K 680
2019
Q3
$8K Hold
444
﹤0.01% 596
2019
Q2
$10K Hold
444
0.01% 552
2019
Q1
$10K Hold
444
0.01% 535
2018
Q4
$9K Buy
+444
New +$9K 0.01% 555
2017
Q1
$5K Buy
+161
New +$5K ﹤0.01% 565