Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.8K Sell
2,043
-1,475
-42% -$12.8K ﹤0.01% 1704
2025
Q1
$30.6K Buy
3,518
+1,371
+64% +$11.9K ﹤0.01% 1127
2024
Q4
$23.1K Buy
2,147
+749
+54% +$8.07K ﹤0.01% 1157
2024
Q3
$15K Sell
1,398
-165
-11% -$1.77K ﹤0.01% 1219
2024
Q2
$26K Buy
1,563
+497
+47% +$8.26K ﹤0.01% 889
2024
Q1
$12.2K Hold
1,066
﹤0.01% 746
2023
Q4
$18K Hold
1,066
﹤0.01% 670
2023
Q3
$9.5K Hold
1,066
﹤0.01% 735
2023
Q2
$12.6K Hold
1,066
﹤0.01% 668
2023
Q1
$12K Hold
1,066
﹤0.01% 661
2022
Q4
$9.54K Hold
1,066
﹤0.01% 659
2022
Q3
$10K Sell
1,066
-4,080
-79% -$38.3K ﹤0.01% 665
2022
Q2
$68K Buy
5,146
+4,080
+383% +$53.9K 0.01% 382
2022
Q1
$38K Hold
1,066
0.01% 490
2021
Q4
$50K Hold
1,066
0.01% 460
2021
Q3
$79K Sell
1,066
-1,484
-58% -$110K 0.01% 381
2021
Q2
$174K Buy
+2,550
New +$174K 0.02% 247
2018
Q4
Sell
-100
Closed -$1K 610
2018
Q3
$1K Buy
+100
New +$1K ﹤0.01% 609