Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-312
Closed -$47.7K 773
2024
Q4
$47.7K Hold
312
﹤0.01% 446
2024
Q3
$60.5K Hold
312
﹤0.01% 430
2024
Q2
$72.3K Hold
312
﹤0.01% 391
2024
Q1
$67.3K Hold
312
﹤0.01% 412
2023
Q4
$80.7K Hold
312
﹤0.01% 361
2023
Q3
$80.2K Hold
312
﹤0.01% 334
2023
Q2
$88.9K Hold
312
﹤0.01% 336
2023
Q1
$86.7K Hold
312
﹤0.01% 335
2022
Q4
$86.4K Hold
312
﹤0.01% 330
2022
Q3
$83K Hold
312
﹤0.01% 321
2022
Q2
$64K Hold
312
﹤0.01% 364
2022
Q1
$66K Sell
312
-15
-5% -$3.17K ﹤0.01% 381
2021
Q4
$78K Sell
327
-102
-24% -$24.3K ﹤0.01% 368
2021
Q3
$121K Buy
429
+2
+0.5% +$564 ﹤0.01% 377
2021
Q2
$148K Buy
427
+297
+228% +$103K ﹤0.01% 352
2021
Q1
$36K Buy
130
+20
+18% +$5.54K ﹤0.01% 572
2020
Q4
$27K Buy
110
+60
+120% +$14.7K ﹤0.01% 616
2020
Q3
$14K Buy
50
+35
+233% +$9.8K ﹤0.01% 670
2020
Q2
$4K Sell
15
-15
-50% -$4K ﹤0.01% 718
2020
Q1
$10K Buy
+30
New +$10K ﹤0.01% 661
2018
Q3
Sell
-255
Closed -$74K 290
2018
Q2
$74K Buy
+255
New +$74K ﹤0.01% 356