Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$264K Sell
568
-15
-3% -$6.99K 0.01% 335
2024
Q4
$244K Sell
583
-62
-10% -$26K 0.01% 349
2024
Q3
$308K Buy
645
+66
+11% +$31.5K 0.01% 333
2024
Q2
$254K Buy
579
+55
+10% +$24.1K 0.01% 343
2024
Q1
$243K Buy
524
+30
+6% +$13.9K 0.01% 348
2023
Q4
$203K Buy
494
+44
+10% +$18.1K 0.01% 359
2023
Q3
$168K Sell
450
-11
-2% -$4.1K 0.01% 364
2023
Q2
$176K Buy
461
+35
+8% +$13.3K 0.01% 357
2023
Q1
$151K Buy
426
+16
+4% +$5.69K 0.01% 379
2022
Q4
$134K Sell
410
-29
-7% -$9.46K 0.01% 381
2022
Q3
$119K Buy
439
+429
+4,290% +$116K 0.01% 382
2022
Q2
$3K Hold
10
﹤0.01% 1014
2022
Q1
$3K Hold
10
﹤0.01% 1026
2021
Q4
$3K Hold
10
﹤0.01% 1092
2021
Q3
$3K Hold
10
﹤0.01% 1025
2021
Q2
$3K Hold
10
﹤0.01% 1041
2021
Q1
$3K Hold
10
﹤0.01% 922
2020
Q4
$3K Buy
+10
New +$3K ﹤0.01% 860
2020
Q3
Sell
-19
Closed -$4K 965
2020
Q2
$4K Hold
19
﹤0.01% 782
2020
Q1
$3K Buy
+19
New +$3K ﹤0.01% 801
2019
Q2
Sell
-50
Closed -$9K 842
2019
Q1
$9K Sell
50
-50
-50% -$9K ﹤0.01% 680
2018
Q4
$16K Buy
+100
New +$16K ﹤0.01% 607