Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.5K Buy
+872
New +$33.5K 0.02% 237
2025
Q1
Sell
-1,752
Closed -$59.3K 202
2024
Q4
$59.3K Hold
1,752
0.04% 203
2024
Q3
$71.6K Buy
+1,752
New +$71.6K 0.04% 190
2024
Q2
Sell
-1,752
Closed -$75.1K 214
2024
Q1
$75.1K Sell
1,752
-160
-8% -$6.86K 0.05% 189
2023
Q4
$70.9K Hold
1,912
0.05% 195
2023
Q3
$69.3K Hold
1,912
0.05% 204
2023
Q2
$68.1K Sell
1,912
-224
-10% -$7.98K 0.05% 200
2023
Q1
$76K Sell
2,136
-920
-30% -$32.7K 0.06% 186
2022
Q4
$107K Buy
+3,056
New +$107K 0.08% 177
2022
Q3
Sell
-4,657
Closed -$253K 397
2022
Q2
$253K Hold
4,657
0.2% 110
2022
Q1
$254K Hold
4,657
0.17% 116
2021
Q4
$257K Hold
4,657
0.17% 118
2021
Q3
$222K Hold
4,657
0.15% 126
2021
Q2
$232K Hold
4,657
0.16% 126
2021
Q1
$208K Hold
4,657
0.14% 131
2020
Q4
$214K Buy
+4,657
New +$214K 0.16% 120