Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.2K Buy
+2,830
New +$35.2K 0.02% 233
2025
Q1
Sell
-2,830
Closed -$41.3K 267
2024
Q4
$41.3K Hold
2,830
0.02% 227
2024
Q3
$45.2K Buy
+2,830
New +$45.2K 0.03% 222
2024
Q2
Sell
-2,830
Closed -$55.2K 277
2024
Q1
$55.2K Hold
2,830
0.03% 211
2023
Q4
$57.4K Sell
2,830
-5,790
-67% -$117K 0.04% 213
2023
Q3
$180K Hold
8,620
0.13% 132
2023
Q2
$138K Hold
8,620
0.1% 146
2023
Q1
$160K Hold
8,620
0.12% 140
2022
Q4
$180K Hold
8,620
0.14% 139
2022
Q3
$140K Hold
8,620
0.12% 139
2022
Q2
$146K Hold
8,620
0.12% 140
2022
Q1
$169K Hold
8,620
0.12% 142
2021
Q4
$116K Hold
8,620
0.08% 177
2021
Q3
$113K Sell
8,620
-960
-10% -$12.6K 0.08% 176
2021
Q2
$147K Hold
9,580
0.1% 157
2021
Q1
$131K Hold
9,580
0.09% 162
2020
Q4
$131K Buy
+9,580
New +$131K 0.1% 149