Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.76K Hold
2,845
﹤0.01% 778
2025
Q1
$10.8K Hold
2,845
﹤0.01% 795
2024
Q4
$12.4K Buy
+2,845
New +$12.4K ﹤0.01% 761
2024
Q3
Sell
-4,254
Closed -$17.7K 941
2024
Q2
$17.7K Buy
+4,254
New +$17.7K ﹤0.01% 697
2024
Q1
Sell
-3,856
Closed -$35K 941
2023
Q4
$35K Hold
3,856
0.01% 635
2023
Q3
$34.9K Hold
3,856
0.01% 582
2023
Q2
$37.4K Hold
3,856
0.01% 605
2023
Q1
$40.5K Hold
3,856
0.01% 589
2022
Q4
$37.6K Hold
3,856
0.01% 584
2022
Q3
$60.8K Hold
3,856
0.01% 511
2022
Q2
$83.8K Sell
3,856
-265
-6% -$5.76K 0.01% 488
2022
Q1
$86.7K Buy
4,121
+66
+2% +$1.39K 0.01% 489
2021
Q4
$128K Hold
4,055
0.02% 420
2021
Q3
$144K Hold
4,055
0.02% 395
2021
Q2
$216K Hold
4,055
0.04% 347
2021
Q1
$158K Hold
4,055
0.03% 356
2020
Q4
$198K Buy
+4,055
New +$198K 0.04% 307