Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-203
Closed -$2.01K 212
2024
Q4
$2.01K Sell
203
-25
-11% -$248 ﹤0.01% 163
2024
Q3
$2.41K Hold
228
﹤0.01% 178
2024
Q2
$2.86K Sell
228
-1,500
-87% -$18.8K ﹤0.01% 168
2024
Q1
$22.9K Buy
1,728
+1,500
+658% +$19.9K 0.01% 82
2023
Q4
$2.78K Buy
228
+3
+1% +$37 ﹤0.01% 161
2023
Q3
$2.8K Hold
225
﹤0.01% 178
2023
Q2
$3.4K Hold
225
﹤0.01% 187
2023
Q1
$2.84K Hold
225
﹤0.01% 159
2022
Q4
$2.62K Hold
225
﹤0.01% 146
2022
Q3
$3K Hold
225
﹤0.01% 134
2022
Q2
$3K Hold
225
﹤0.01% 141
2022
Q1
$4K Sell
225
-140
-38% -$2.49K ﹤0.01% 138
2021
Q4
$8K Hold
365
﹤0.01% 96
2021
Q3
$5K Buy
365
+140
+62% +$1.92K ﹤0.01% 125
2021
Q2
$3K Hold
225
﹤0.01% 110
2021
Q1
$3K Hold
225
﹤0.01% 108
2020
Q4
$2K Hold
225
﹤0.01% 128
2020
Q3
$1K Hold
225
﹤0.01% 131
2020
Q2
$1K Hold
225
﹤0.01% 130
2020
Q1
$1K Buy
+225
New +$1K ﹤0.01% 114