Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-259
Closed -$51K 281
2024
Q4
$51K Sell
259
-290
-53% -$57.1K 0.02% 296
2024
Q3
$86K Buy
549
+15
+3% +$2.35K 0.02% 264
2024
Q2
$75K Sell
534
-27
-5% -$3.79K 0.01% 272
2024
Q1
$67K Hold
561
0.01% 325
2023
Q4
$60K Buy
+561
New +$60K 0.01% 325
2023
Q2
Sell
-1,081
Closed -$84K 374
2023
Q1
$84K Sell
1,081
-436
-29% -$33.9K 0.01% 302
2022
Q4
$114K Buy
1,517
+678
+81% +$51K 0.01% 270
2022
Q3
$59K Buy
839
+431
+106% +$30.3K ﹤0.01% 343
2022
Q2
$28K Sell
408
-464
-53% -$31.8K ﹤0.01% 413
2022
Q1
$73K Buy
872
+210
+32% +$17.6K ﹤0.01% 343
2021
Q4
$56K Hold
662
﹤0.01% 338
2021
Q3
$46K Buy
662
+556
+525% +$38.6K ﹤0.01% 370
2021
Q2
$9K Sell
106
-453
-81% -$38.5K ﹤0.01% 431
2021
Q1
$43K Hold
559
﹤0.01% 355
2020
Q4
$46K Sell
559
-307
-35% -$25.3K ﹤0.01% 338
2020
Q3
$66K Buy
+866
New +$66K ﹤0.01% 265