Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$11.5K Sell
72
-7
-9% -$1.12K ﹤0.01% 822
2024
Q4
$13.8K Hold
79
﹤0.01% 812
2024
Q3
$17.9K Hold
79
﹤0.01% 766
2024
Q2
$17.7K Hold
79
﹤0.01% 782
2024
Q1
$20.2K Hold
79
﹤0.01% 739
2023
Q4
$18K Hold
79
﹤0.01% 723
2023
Q3
$15.9K Sell
79
-69
-47% -$13.9K ﹤0.01% 748
2023
Q2
$27.2K Buy
148
+69
+87% +$12.7K ﹤0.01% 662
2023
Q1
$15.4K Buy
79
+7
+10% +$1.36K ﹤0.01% 744
2022
Q4
$12.9K Sell
72
-14
-16% -$2.5K ﹤0.01% 770
2022
Q3
$13K Buy
86
+14
+19% +$2.12K ﹤0.01% 748
2022
Q2
$11K Hold
72
﹤0.01% 807
2022
Q1
$13K Buy
72
+19
+36% +$3.43K ﹤0.01% 800
2021
Q4
$11K Hold
53
﹤0.01% 880
2021
Q3
$10K Hold
53
﹤0.01% 869
2021
Q2
$9K Buy
+53
New +$9K ﹤0.01% 909
2019
Q3
Sell
-54
Closed -$6K 846
2019
Q2
$6K Buy
+54
New +$6K ﹤0.01% 759