Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.14K Sell
317
-35
-10% -$1.01K ﹤0.01% 814
2025
Q1
$9.55K Hold
352
﹤0.01% 798
2024
Q4
$10.1K Buy
352
+29
+9% +$828 ﹤0.01% 790
2024
Q3
$10.2K Sell
323
-52
-14% -$1.65K ﹤0.01% 755
2024
Q2
$12.1K Buy
375
+53
+16% +$1.71K ﹤0.01% 712
2024
Q1
$12K Hold
322
﹤0.01% 722
2023
Q4
$9.95K Buy
+322
New +$9.95K ﹤0.01% 726
2023
Q3
Sell
-793
Closed -$24K 544
2023
Q2
$24K Buy
793
+44
+6% +$1.33K 0.01% 580
2023
Q1
$19.8K Sell
749
-105
-12% -$2.78K ﹤0.01% 593
2022
Q4
$19.5K Buy
854
+105
+14% +$2.4K ﹤0.01% 568
2022
Q3
$16K Hold
749
﹤0.01% 561
2022
Q2
$18K Sell
749
-1,064
-59% -$25.6K ﹤0.01% 555
2022
Q1
$51K Hold
1,813
0.01% 393
2021
Q4
$52K Buy
1,813
+1,613
+807% +$46.3K 0.01% 358
2021
Q3
$5K Sell
200
-1,613
-89% -$40.3K ﹤0.01% 321
2021
Q2
$58K Buy
1,813
+1,613
+807% +$51.6K 0.02% 343
2021
Q1
$6K Hold
200
﹤0.01% 594
2020
Q4
$6K Hold
200
﹤0.01% 319
2020
Q3
$5K Hold
200
﹤0.01% 321
2020
Q2
$5K Hold
200
﹤0.01% 285
2020
Q1
$4K Buy
+200
New +$4K ﹤0.01% 282