Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11
Closed -$519 1333
2025
Q1
$519 Buy
+11
New +$519 ﹤0.01% 1252
2024
Q3
Sell
-28
Closed -$1.65K 1296
2024
Q2
$1.65K Sell
28
-302
-92% -$17.8K ﹤0.01% 993
2024
Q1
$22.7K Hold
330
﹤0.01% 619
2023
Q4
$26.7K Buy
+330
New +$26.7K 0.01% 577
2023
Q3
Sell
-350
Closed -$29.6K 465
2023
Q2
$29.6K Sell
350
-140
-29% -$11.8K 0.01% 552
2023
Q1
$54.6K Sell
490
-50
-9% -$5.57K 0.01% 423
2022
Q4
$64.7K Buy
540
+75
+16% +$8.98K 0.02% 362
2022
Q3
$47K Buy
465
+115
+33% +$11.6K 0.01% 382
2022
Q2
$26K Buy
350
+25
+8% +$1.86K 0.01% 490
2022
Q1
$40K Buy
325
+205
+171% +$25.2K 0.01% 440
2021
Q4
$26K Buy
+120
New +$26K 0.01% 483
2021
Q2
Sell
-90
Closed -$18K 953
2021
Q1
$18K Buy
+90
New +$18K 0.01% 429