Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Sell
64
-145
-69% -$20.4K 0.01% 1640
2025
Q1
$32K Buy
209
+1
+0.5% +$153 0.02% 1019
2024
Q4
$28K Sell
208
-44
-17% -$5.92K 0.02% 1066
2024
Q3
$35K Buy
252
+190
+306% +$26.4K 0.02% 1004
2024
Q2
$8K Hold
62
0.01% 1673
2024
Q1
$10K Hold
62
0.01% 1591
2023
Q4
$9K Hold
62
0.01% 1645
2023
Q3
$8K Hold
62
0.01% 1554
2023
Q2
$9K Sell
62
-1
-2% -$145 0.01% 1514
2023
Q1
$9K Hold
63
0.01% 1369
2022
Q4
$8K Hold
63
0.01% 1425
2022
Q3
$8K Sell
63
-77
-55% -$9.78K 0.01% 1349
2022
Q2
$18K Buy
140
+71
+103% +$9.13K 0.01% 996
2022
Q1
$11K Buy
69
+34
+97% +$5.42K 0.01% 1279
2021
Q4
$7K Buy
+35
New +$7K 0.01% 1156