Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-550
Closed -$4.79K 1965
2025
Q1
$4.79K Buy
550
+158
+40% +$1.38K ﹤0.01% 933
2024
Q4
$4.22K Sell
392
-168
-30% -$1.81K ﹤0.01% 999
2024
Q3
$5.99K Sell
560
-144
-20% -$1.54K ﹤0.01% 843
2024
Q2
$11.7K Buy
704
+33
+5% +$548 ﹤0.01% 556
2024
Q1
$7.7K Sell
671
-44
-6% -$505 ﹤0.01% 700
2023
Q4
$12.1K Buy
715
+149
+26% +$2.52K ﹤0.01% 488
2023
Q3
$5.04K Buy
566
+2
+0.4% +$18 ﹤0.01% 799
2023
Q2
$6.68K Sell
564
-259
-31% -$3.07K ﹤0.01% 674
2023
Q1
$9.23K Sell
823
-192
-19% -$2.15K ﹤0.01% 514
2022
Q4
$9.08K Buy
1,015
+231
+29% +$2.07K ﹤0.01% 526
2022
Q3
$8K Buy
784
+370
+89% +$3.78K ﹤0.01% 505
2022
Q2
$5K Buy
+414
New +$5K ﹤0.01% 738
2021
Q4
$16K Buy
348
+108
+45% +$4.97K ﹤0.01% 366
2021
Q3
$18K Buy
+240
New +$18K 0.01% 313