Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15
Closed -$5.06K 640
2024
Q4
$5.06K Buy
+15
New +$5.06K ﹤0.01% 395
2024
Q3
Sell
-12
Closed -$4K 439
2024
Q2
$4K Sell
12
-988
-99% -$329K ﹤0.01% 380
2024
Q1
$347K Sell
1,000
-507
-34% -$176K 0.06% 47
2023
Q4
$547K Buy
1,507
+1,497
+14,970% +$543K 0.05% 67
2023
Q3
$3K Sell
10
-20
-67% -$6K ﹤0.01% 333
2023
Q2
$10K Buy
+30
New +$10K ﹤0.01% 640
2022
Q4
Sell
-335
Closed -$74K 898
2022
Q3
$74K Buy
+335
New +$74K 0.01% 392
2022
Q2
Sell
-395
Closed -$125K 716
2022
Q1
$125K Buy
+395
New +$125K 0.01% 301
2014
Q3
Sell
-500
Closed -$38K 543
2014
Q2
$38K Buy
500
+400
+400% +$30.4K 0.01% 309
2014
Q1
$8K Buy
+100
New +$8K ﹤0.01% 253