Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-163
Closed -$13.9K 765
2024
Q4
$13.9K Buy
163
+16
+11% +$1.36K ﹤0.01% 634
2024
Q3
$14.7K Sell
147
-29
-16% -$2.91K ﹤0.01% 633
2024
Q2
$15.7K Sell
176
-1
-0.6% -$89 ﹤0.01% 612
2024
Q1
$14.7K Sell
177
-12
-6% -$999 ﹤0.01% 619
2023
Q4
$14.8K Hold
189
﹤0.01% 597
2023
Q3
$14.6K Sell
189
-254
-57% -$19.6K ﹤0.01% 573
2023
Q2
$36.4K Sell
443
-31
-7% -$2.55K ﹤0.01% 461
2023
Q1
$33.4K Sell
474
-55
-10% -$3.88K ﹤0.01% 482
2022
Q4
$36.3K Buy
529
+3
+0.6% +$206 ﹤0.01% 448
2022
Q3
$30K Buy
526
+12
+2% +$684 ﹤0.01% 469
2022
Q2
$36K Buy
514
+55
+12% +$3.85K ﹤0.01% 454
2022
Q1
$37K Buy
459
+7
+2% +$564 ﹤0.01% 475
2021
Q4
$39K Sell
452
-27
-6% -$2.33K ﹤0.01% 477
2021
Q3
$39K Hold
479
﹤0.01% 567
2021
Q2
$33K Buy
479
+30
+7% +$2.07K ﹤0.01% 602
2021
Q1
$31K Hold
449
﹤0.01% 601
2020
Q4
$30K Buy
449
+51
+13% +$3.41K ﹤0.01% 594
2020
Q3
$23K Sell
398
-546
-58% -$31.6K ﹤0.01% 595
2020
Q2
$55K Buy
944
+590
+167% +$34.4K ﹤0.01% 379
2020
Q1
$18K Buy
+354
New +$18K ﹤0.01% 570