Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$1.53K 214
2025
Q1
$1.53K Hold
4
﹤0.01% 184
2024
Q4
$1.78K Sell
4
-49
-92% -$21.8K ﹤0.01% 184
2024
Q3
$27.4K Sell
53
-15
-22% -$7.77K 0.02% 111
2024
Q2
$37.8K Hold
68
0.03% 90
2024
Q1
$34.3K Sell
68
-28
-29% -$14.1K 0.02% 96
2023
Q4
$57.3K Hold
96
0.04% 77
2023
Q3
$50K Hold
96
0.04% 75
2023
Q2
$46.9K Hold
96
0.04% 84
2023
Q1
$37K Hold
96
0.03% 91
2022
Q4
$32.3K Sell
96
-6,381
-99% -$2.15M 0.03% 96
2022
Q3
$1.78M Buy
6,477
+165
+3% +$45.4K 1.54% 23
2022
Q2
$2.31M Buy
6,312
+284
+5% +$104K 1.86% 22
2022
Q1
$2.75M Sell
6,028
-126
-2% -$57.4K 1.97% 22
2021
Q4
$3.49M Buy
+6,154
New +$3.49M 2.44% 16