Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$16.8K Sell
296
-176
-37% -$9.96K ﹤0.01% 767
2024
Q4
$27.1K Buy
472
+176
+59% +$10.1K ﹤0.01% 698
2024
Q3
$15.5K Hold
296
﹤0.01% 789
2024
Q2
$16K Sell
296
-104
-26% -$5.63K ﹤0.01% 798
2024
Q1
$23.2K Hold
400
﹤0.01% 720
2023
Q4
$19.6K Buy
400
+104
+35% +$5.1K ﹤0.01% 706
2023
Q3
$12.8K Hold
296
﹤0.01% 777
2023
Q2
$13.5K Hold
296
﹤0.01% 783
2023
Q1
$11.1K Hold
296
﹤0.01% 805
2022
Q4
$9.01K Hold
296
﹤0.01% 836
2022
Q3
$8K Sell
296
-1,120
-79% -$30.3K ﹤0.01% 848
2022
Q2
$38K Buy
1,416
+200
+16% +$5.37K ﹤0.01% 563
2022
Q1
$38K Hold
1,216
﹤0.01% 594
2021
Q4
$46K Buy
1,216
+296
+32% +$11.2K ﹤0.01% 585
2021
Q3
$32K Hold
920
﹤0.01% 658
2021
Q2
$30K Hold
920
﹤0.01% 685
2021
Q1
$25K Buy
920
+520
+130% +$14.1K ﹤0.01% 636
2020
Q4
$13K Buy
400
+336
+525% +$10.9K ﹤0.01% 708
2020
Q3
$2K Buy
+64
New +$2K ﹤0.01% 794