Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31K Buy
65
+47
+261% +$944 ﹤0.01% 2695
2025
Q1
$437 Hold
18
﹤0.01% 2546
2024
Q4
$609 Sell
18
-1,226
-99% -$41.5K ﹤0.01% 2290
2024
Q3
$59.7K Sell
1,244
-19
-2% -$912 0.01% 653
2024
Q2
$59.6K Buy
1,263
+1,180
+1,422% +$55.6K 0.01% 602
2024
Q1
$4.89K Hold
83
﹤0.01% 905
2023
Q4
$4.48K Buy
83
+66
+388% +$3.56K ﹤0.01% 903
2023
Q3
$850 Buy
+17
New +$850 ﹤0.01% 1169
2023
Q2
Sell
-1,210
Closed -$67.2K 1305
2023
Q1
$67.2K Buy
1,210
+21
+2% +$1.17K 0.01% 414
2022
Q4
$62.9K Buy
1,189
+1,170
+6,158% +$61.9K 0.01% 412
2022
Q3
$1K Sell
19
-1,207
-98% -$63.5K ﹤0.01% 1123
2022
Q2
$57K Buy
1,226
+1,214
+10,117% +$56.4K 0.01% 412
2022
Q1
$1K Hold
12
﹤0.01% 1065
2021
Q4
$1K Sell
12
-2,945
-100% -$245K ﹤0.01% 1053
2021
Q3
$143K Buy
2,957
+1,613
+120% +$78K 0.02% 271
2021
Q2
$62K Buy
+1,344
New +$62K 0.01% 438