Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.11K Buy
17
+2
+13% +$366 ﹤0.01% 996
2024
Q4
$2.88K Sell
15
-1
-6% -$192 ﹤0.01% 1023
2024
Q3
$2.94K Sell
16
-37
-70% -$6.79K ﹤0.01% 1003
2024
Q2
$8.4K Sell
53
-16
-23% -$2.54K ﹤0.01% 896
2024
Q1
$10.1K Buy
69
+31
+82% +$4.52K ﹤0.01% 853
2023
Q4
$4.82K Buy
38
+2
+6% +$254 ﹤0.01% 918
2023
Q3
$3.83K Hold
36
﹤0.01% 961
2023
Q2
$3.95K Hold
36
﹤0.01% 997
2023
Q1
$3.64K Sell
36
-2
-5% -$202 ﹤0.01% 972
2022
Q4
$3.79K Buy
38
+3
+9% +$299 ﹤0.01% 962
2022
Q3
$3K Sell
35
-17
-33% -$1.46K ﹤0.01% 1012
2022
Q2
$4K Buy
52
+17
+49% +$1.31K ﹤0.01% 997
2022
Q1
$3K Hold
35
﹤0.01% 1038
2021
Q4
$3K Hold
35
﹤0.01% 1110
2021
Q3
$3K Hold
35
﹤0.01% 1041
2021
Q2
$3K Sell
35
-36
-51% -$3.09K ﹤0.01% 1056
2021
Q1
$6K Hold
71
﹤0.01% 862
2020
Q4
$6K Buy
71
+35
+97% +$2.96K ﹤0.01% 816
2020
Q3
$2K Sell
36
-3
-8% -$167 ﹤0.01% 811
2020
Q2
$2K Buy
+39
New +$2K ﹤0.01% 843
2019
Q4
Sell
-33
Closed -$2K 873
2019
Q3
$2K Sell
33
-142
-81% -$8.61K ﹤0.01% 818
2019
Q2
$13K Sell
175
-12
-6% -$891 ﹤0.01% 680
2019
Q1
$13K Buy
+187
New +$13K ﹤0.01% 649