Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$1.51K 457
2024
Q4
$1.51K Hold
6
﹤0.01% 444
2024
Q3
$1.32K Hold
6
﹤0.01% 447
2024
Q2
$1.03K Sell
6
-45
-88% -$7.75K ﹤0.01% 477
2024
Q1
$9.67K Hold
51
﹤0.01% 423
2023
Q4
$9.13K Hold
51
﹤0.01% 422
2023
Q3
$8.22K Hold
51
﹤0.01% 423
2023
Q2
$7.46K Sell
51
-140
-73% -$20.5K ﹤0.01% 445
2023
Q1
$27.8K Sell
191
-152
-44% -$22.1K 0.01% 352
2022
Q4
$49K Sell
343
-50
-13% -$7.14K 0.01% 307
2022
Q3
$57K Sell
393
-56
-12% -$8.12K 0.02% 302
2022
Q2
$69K Sell
449
-585
-57% -$89.9K 0.02% 290
2022
Q1
$216K Hold
1,034
0.05% 196
2021
Q4
$253K Sell
1,034
-223
-18% -$54.6K 0.06% 185
2021
Q3
$235K Hold
1,257
0.06% 176
2021
Q2
$235K Buy
+1,257
New +$235K 0.06% 176