Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.9K Hold
39
﹤0.01% 247
2025
Q1
$12.8K Hold
39
﹤0.01% 262
2024
Q4
$10.8K Sell
39
-100
-72% -$27.6K ﹤0.01% 269
2024
Q3
$48.2K Sell
139
-90
-39% -$31.2K ﹤0.01% 182
2024
Q2
$75.7K Hold
229
0.01% 163
2024
Q1
$83.2K Hold
229
0.01% 137
2023
Q4
$68.6K Hold
229
0.01% 140
2023
Q3
$65.5K Hold
229
0.01% 141
2023
Q2
$64.3K Hold
229
0.01% 151
2023
Q1
$58.5K Hold
229
0.01% 153
2022
Q4
$75.9K Hold
229
0.01% 95
2022
Q3
$64K Hold
229
0.05% 29
2022
Q2
$60K Buy
229
+39
+21% +$10.2K 0.03% 46
2022
Q1
$46K Hold
190
0.02% 54
2021
Q4
$44K Hold
190
0.01% 55
2021
Q3
$38K Buy
+190
New +$38K 0.02% 46
2019
Q1
Sell
-8,622
Closed -$1.64M 84
2018
Q4
$1.64M Buy
+8,622
New +$1.64M 0.29% 46