Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8
Closed -$959 1234
2024
Q4
$959 Buy
+8
New +$959 ﹤0.01% 2202
2024
Q3
Sell
-100
Closed -$9.44K 2345
2024
Q2
$9.44K Sell
100
-2
-2% -$189 ﹤0.01% 1530
2024
Q1
$11.3K Sell
102
-14
-12% -$1.55K ﹤0.01% 1824
2023
Q4
$10K Sell
116
-10
-8% -$866 ﹤0.01% 990
2023
Q3
$8.85K Buy
126
+20
+19% +$1.4K ﹤0.01% 1060
2023
Q2
$7.05K Sell
106
-4,927
-98% -$328K ﹤0.01% 1086
2023
Q1
$297K Hold
5,033
0.02% 452
2022
Q4
$236K Hold
5,033
0.02% 440
2022
Q3
$167K Hold
5,033
0.01% 469
2022
Q2
$220K Buy
+5,033
New +$220K 0.02% 402