Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,900
Closed -$65.6K 2086
2024
Q4
$65.6K Buy
14,900
+1,600
+12% +$7.04K ﹤0.01% 1796
2024
Q3
$23.7K Hold
13,300
﹤0.01% 1764
2024
Q2
$22.2K Sell
13,300
-200
-1% -$334 ﹤0.01% 1862
2024
Q1
$20.5K Sell
13,500
-100
-0.7% -$152 ﹤0.01% 1731
2023
Q4
$13.9K Sell
13,600
-400
-3% -$408 ﹤0.01% 1618
2023
Q3
$16.6K Hold
14,000
﹤0.01% 1425
2023
Q2
$16.4K Buy
14,000
+800
+6% +$936 ﹤0.01% 1768
2023
Q1
$15K Buy
13,200
+400
+3% +$456 ﹤0.01% 1777
2022
Q4
$16.7K Sell
12,800
-8,200
-39% -$10.7K ﹤0.01% 2275
2022
Q3
$48K Buy
21,000
+300
+1% +$686 ﹤0.01% 2584
2022
Q2
$47K Sell
20,700
-200
-1% -$454 ﹤0.01% 2149
2022
Q1
$54K Buy
20,900
+800
+4% +$2.07K ﹤0.01% 2263
2021
Q4
$63K Buy
20,100
+4,500
+29% +$14.1K ﹤0.01% 1862
2021
Q3
$63K Buy
+15,600
New +$63K ﹤0.01% 1898
2021
Q2
Sell
-27,300
Closed -$230K 1920
2021
Q1
$230K Buy
+27,300
New +$230K ﹤0.01% 1402