Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$8.77K Sell
851
-200
-19% -$2.06K ﹤0.01% 868
2024
Q4
$13.4K Buy
1,051
+200
+24% +$2.54K ﹤0.01% 818
2024
Q3
$10.9K Hold
851
﹤0.01% 849
2024
Q2
$10.8K Sell
851
-336
-28% -$4.26K ﹤0.01% 861
2024
Q1
$26.9K Buy
1,187
+243
+26% +$5.51K ﹤0.01% 699
2023
Q4
$23.4K Hold
944
﹤0.01% 684
2023
Q3
$16.2K Hold
944
﹤0.01% 745
2023
Q2
$15.6K Hold
944
﹤0.01% 758
2023
Q1
$16.6K Sell
944
-900
-49% -$15.8K ﹤0.01% 734
2022
Q4
$23.4K Hold
1,844
﹤0.01% 666
2022
Q3
$23K Hold
1,844
﹤0.01% 647
2022
Q2
$33K Buy
1,844
+344
+23% +$6.16K ﹤0.01% 597
2022
Q1
$32K Sell
1,500
-344
-19% -$7.34K ﹤0.01% 631
2021
Q4
$80K Buy
1,844
+644
+54% +$27.9K ﹤0.01% 484
2021
Q3
$63K Sell
1,200
-11
-0.9% -$578 ﹤0.01% 511
2021
Q2
$82K Buy
+1,211
New +$82K ﹤0.01% 465