Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-126
Closed -$4.24K 828
2024
Q4
$4.24K Buy
126
+1
+0.8% +$34 ﹤0.01% 644
2024
Q3
$5.07K Buy
125
+2
+2% +$81 ﹤0.01% 656
2024
Q2
$4.73K Buy
123
+1
+0.8% +$38 ﹤0.01% 648
2024
Q1
$5.22K Buy
122
+1
+0.8% +$43 ﹤0.01% 589
2023
Q4
$4.47K Sell
121
-775
-86% -$28.6K ﹤0.01% 645
2023
Q3
$32.5K Buy
896
+2
+0.2% +$72 0.01% 310
2023
Q2
$31.9K Buy
894
+1
+0.1% +$36 0.01% 313
2023
Q1
$31.8K Buy
893
+1
+0.1% +$36 0.02% 276
2022
Q4
$31.4K Sell
892
-719
-45% -$25.3K 0.02% 269
2022
Q3
$47K Sell
1,611
-608
-27% -$17.7K 0.02% 233
2022
Q2
$121K Sell
2,219
-43
-2% -$2.35K 0.06% 158
2022
Q1
$123K Sell
2,262
-78
-3% -$4.24K 0.05% 178
2021
Q4
$129K Sell
2,340
-98
-4% -$5.4K 0.05% 178
2021
Q3
$116K Buy
+2,438
New +$116K 0.05% 185
2020
Q2
Sell
-5,790
Closed -$274K 117
2020
Q1
$274K Sell
5,790
-886
-13% -$41.9K 0.25% 80
2019
Q4
$392K Buy
+6,676
New +$392K 0.25% 83