Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.3K Hold
606
0.01% 424
2025
Q1
$23.5K Hold
606
0.01% 424
2024
Q4
$20.5K Sell
606
-180
-23% -$6.09K 0.01% 422
2024
Q3
$32.1K Hold
786
0.01% 377
2024
Q2
$30.3K Sell
786
-5,713
-88% -$220K 0.01% 375
2024
Q1
$279K Buy
6,499
+632
+11% +$27.1K 0.12% 148
2023
Q4
$217K Sell
5,867
-425
-7% -$15.7K 0.11% 163
2023
Q3
$228K Sell
6,292
-492
-7% -$17.8K 0.13% 154
2023
Q2
$242K Sell
6,784
-40
-0.6% -$1.43K 0.13% 153
2023
Q1
$243K Buy
6,824
+232
+4% +$8.26K 0.14% 149
2022
Q4
$232K Buy
+6,592
New +$232K 0.14% 151
2022
Q3
Sell
-7,776
Closed -$423K 679
2022
Q2
$423K Sell
7,776
-7
-0.1% -$381 0.29% 89
2022
Q1
$424K Buy
7,783
+400
+5% +$21.8K 0.26% 101
2021
Q4
$407K Buy
+7,383
New +$407K 0.25% 103