Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-180
Closed -$60.7K 628
2024
Q4
$60.7K Buy
180
+4
+2% +$1.35K ﹤0.01% 964
2024
Q3
$56.1K Sell
176
-9
-5% -$2.87K ﹤0.01% 725
2024
Q2
$59.5K Buy
185
+96
+108% +$30.9K ﹤0.01% 619
2024
Q1
$30.9K Sell
89
-43
-33% -$14.9K ﹤0.01% 618
2023
Q4
$47.9K Sell
132
-7
-5% -$2.54K ﹤0.01% 492
2023
Q3
$41.4K Hold
139
﹤0.01% 502
2023
Q2
$45.9K Buy
139
+30
+28% +$9.91K ﹤0.01% 437
2023
Q1
$36.3K Buy
+109
New +$36.3K ﹤0.01% 509
2021
Q2
Sell
-978
Closed -$332K 312
2021
Q1
$332K Buy
978
+45
+5% +$15.3K 0.03% 252
2020
Q4
$339K Sell
933
-182
-16% -$66.1K 0.04% 242
2020
Q3
$365K Buy
+1,115
New +$365K 0.04% 217