Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,831
Closed -$14.3K 8963
2024
Q4
$14.3K Buy
+3,831
New +$14.3K ﹤0.01% 6865
2024
Q3
Sell
-32,579
Closed -$162K 8375
2024
Q2
$162K Buy
32,579
+32,079
+6,416% +$159K ﹤0.01% 4692
2024
Q1
$1.58K Hold
500
﹤0.01% 6936
2023
Q4
$1.08K Hold
500
﹤0.01% 7193
2023
Q3
$715 Hold
500
﹤0.01% 7168
2023
Q2
$1.18K Hold
500
﹤0.01% 6911
2023
Q1
$755 Sell
500
-551
-52% -$832 ﹤0.01% 7813
2022
Q4
$4.47K Buy
1,051
+362
+53% +$1.54K ﹤0.01% 8135
2022
Q3
$5K Buy
689
+186
+37% +$1.35K ﹤0.01% 8081
2022
Q2
$4K Sell
503
-1,055
-68% -$8.39K ﹤0.01% 8015
2022
Q1
$9K Sell
1,558
-13
-0.8% -$75 ﹤0.01% 7485
2021
Q4
$10K Sell
1,571
-58
-4% -$369 ﹤0.01% 7647
2021
Q3
$11K Sell
1,629
-452
-22% -$3.05K ﹤0.01% 6730
2021
Q2
$20K Buy
2,081
+224
+12% +$2.15K ﹤0.01% 6232
2021
Q1
$26K Buy
1,857
+709
+62% +$9.93K ﹤0.01% 6114
2020
Q4
$16K Buy
+1,148
New +$16K ﹤0.01% 6089