Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$324 544
2024
Q4
$324 Sell
1
-22
-96% -$7.13K ﹤0.01% 454
2024
Q3
$6.34K Buy
23
+1
+5% +$275 ﹤0.01% 317
2024
Q2
$6.6K Hold
22
﹤0.01% 308
2024
Q1
$6.38K Hold
22
﹤0.01% 312
2023
Q4
$5.57K Sell
22
-18
-45% -$4.55K ﹤0.01% 321
2023
Q3
$10.6K Hold
40
0.01% 275
2023
Q2
$9.92K Hold
40
﹤0.01% 284
2023
Q1
$9.14K Hold
40
0.01% 295
2022
Q4
$6.93K Sell
40
-30
-43% -$5.2K ﹤0.01% 313
2022
Q3
$10K Buy
70
+30
+75% +$4.29K 0.01% 283
2022
Q2
$9K Hold
40
0.01% 284
2022
Q1
$9K Hold
40
﹤0.01% 302
2021
Q4
$10K Hold
40
﹤0.01% 324
2021
Q3
$9K Hold
40
﹤0.01% 319
2021
Q2
$12K Buy
+40
New +$12K 0.01% 305