Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$27.3K Hold
103
﹤0.01% 683
2024
Q4
$26.1K Sell
103
-4
-4% -$1.02K ﹤0.01% 704
2024
Q3
$33.9K Buy
107
+4
+4% +$1.27K ﹤0.01% 663
2024
Q2
$38.5K Hold
103
﹤0.01% 639
2024
Q1
$35.7K Hold
103
﹤0.01% 642
2023
Q4
$47.2K Sell
103
-52
-34% -$23.8K ﹤0.01% 573
2023
Q3
$75.6K Buy
155
+3
+2% +$1.46K ﹤0.01% 478
2023
Q2
$68.1K Hold
152
﹤0.01% 487
2023
Q1
$73.9K Hold
152
﹤0.01% 469
2022
Q4
$77.9K Hold
152
﹤0.01% 457
2022
Q3
$74K Sell
152
-28
-16% -$13.6K ﹤0.01% 452
2022
Q2
$84K Hold
180
0.01% 436
2022
Q1
$79K Hold
180
﹤0.01% 459
2021
Q4
$83K Buy
180
+1
+0.6% +$461 ﹤0.01% 475
2021
Q3
$70K Hold
179
﹤0.01% 491
2021
Q2
$79K Buy
179
+100
+127% +$44.1K ﹤0.01% 477
2021
Q1
$33K Sell
79
-11
-12% -$4.6K ﹤0.01% 587
2020
Q4
$37K Buy
90
+79
+718% +$32.5K ﹤0.01% 542
2020
Q3
$5K Hold
11
﹤0.01% 752
2020
Q2
$4K Sell
11
-91
-89% -$33.1K ﹤0.01% 780
2020
Q1
$32K Buy
+102
New +$32K ﹤0.01% 504
2019
Q4
Sell
-36
Closed -$9K 849
2019
Q3
$9K Sell
36
-27
-43% -$6.75K ﹤0.01% 736
2019
Q2
$17K Buy
+63
New +$17K ﹤0.01% 640