Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16
Closed -$463 1790
2025
Q1
$463 Hold
16
﹤0.01% 2123
2024
Q4
$693 Buy
+16
New +$693 ﹤0.01% 2061
2024
Q2
Sell
-1,030
Closed -$45.8K 1929
2024
Q1
$45.8K Sell
1,030
-417
-29% -$18.5K ﹤0.01% 1847
2023
Q4
$66.6K Buy
+1,447
New +$66.6K ﹤0.01% 1848
2023
Q3
Sell
-100
Closed -$3.86K 2013
2023
Q2
$3.86K Hold
100
﹤0.01% 2006
2023
Q1
$3.78K Hold
100
﹤0.01% 2018
2022
Q4
$3.43K Sell
100
-1,970
-95% -$67.5K ﹤0.01% 1859
2022
Q3
$60K Buy
2,070
+1,970
+1,970% +$57.1K ﹤0.01% 1634
2022
Q2
$3K Hold
100
﹤0.01% 1639
2022
Q1
$5K Buy
+100
New +$5K ﹤0.01% 1616