Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,210
Closed -$4K 1552
2024
Q4
$4K Buy
1,210
+212
+21% +$701 ﹤0.01% 1435
2024
Q3
$3K Buy
+998
New +$3K ﹤0.01% 1259
2024
Q2
Sell
-1,385
Closed -$14K 1469
2024
Q1
$14K Buy
+1,385
New +$14K ﹤0.01% 1214
2023
Q3
Sell
-285
Closed -$11K 1479
2023
Q2
$11K Sell
285
-419
-60% -$16.2K ﹤0.01% 1339
2023
Q1
$31K Buy
704
+74
+12% +$3.26K ﹤0.01% 1167
2022
Q4
$24K Sell
630
-140
-18% -$5.33K ﹤0.01% 1229
2022
Q3
$41K Sell
770
-54
-7% -$2.88K ﹤0.01% 1243
2022
Q2
$83K Buy
824
+806
+4,478% +$81.2K 0.01% 993
2022
Q1
$6K Buy
+18
New +$6K ﹤0.01% 1388
2021
Q3
Sell
-84
Closed -$91K 1643
2021
Q2
$91K Buy
+84
New +$91K 0.01% 1226
2021
Q1
Sell
-23
Closed -$67K 1726
2020
Q4
$67K Buy
23
+18
+360% +$52.4K 0.01% 1160
2020
Q3
$10K Buy
+5
New +$10K ﹤0.01% 957
2019
Q1
Sell
-10
Closed -$93K 1519
2018
Q4
$93K Sell
10
-3
-23% -$27.9K 0.01% 1141
2018
Q3
$161K Buy
+13
New +$161K 0.01% 1112