Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4K Hold
1,000
﹤0.01% 296
2025
Q1
$10.3K Sell
1,000
-1,345
-57% -$13.8K ﹤0.01% 309
2024
Q4
$22.4K Hold
2,345
0.01% 287
2024
Q3
$24.8K Sell
2,345
-5,035
-68% -$53.3K 0.01% 278
2024
Q2
$61K Hold
7,380
0.02% 210
2024
Q1
$62.7K Hold
7,380
0.02% 213
2023
Q4
$60.7K Hold
7,380
0.03% 215
2023
Q3
$62.6K Sell
7,380
-1,665
-18% -$14.1K 0.03% 208
2023
Q2
$75.8K Sell
9,045
-3,440
-28% -$28.8K 0.03% 200
2023
Q1
$102K Sell
12,485
-2,625
-17% -$21.4K 0.04% 175
2022
Q4
$121K Sell
15,110
-38,688
-72% -$310K 0.05% 164
2022
Q3
$328K Buy
+53,798
New +$328K 0.15% 97