Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-46
Closed -$15.7K 777
2024
Q4
$15.7K Buy
46
+1
+2% +$342 ﹤0.01% 458
2024
Q3
$14.6K Hold
45
﹤0.01% 478
2024
Q2
$12.4K Buy
45
+1
+2% +$275 ﹤0.01% 477
2024
Q1
$13.1K Sell
44
-1
-2% -$297 ﹤0.01% 449
2023
Q4
$10.6K Buy
45
+1
+2% +$235 ﹤0.01% 508
2023
Q3
$10K Hold
44
﹤0.01% 494
2023
Q2
$10.7K Sell
44
-29
-40% -$7.03K ﹤0.01% 478
2023
Q1
$17.5K Hold
73
0.01% 358
2022
Q4
$17.7K Hold
73
0.01% 340
2022
Q3
$15K Buy
73
+1
+1% +$205 0.01% 365
2022
Q2
$14K Hold
72
0.01% 399
2022
Q1
$15K Hold
72
0.01% 405
2021
Q4
$16K Buy
72
+1
+1% +$222 0.01% 436
2021
Q3
$16K Buy
+71
New +$16K 0.01% 419
2020
Q1
Sell
-100
Closed -$17K 193
2019
Q4
$17K Buy
+100
New +$17K 0.01% 397