Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$974 Sell
106
-7,144
-99% -$65.6K ﹤0.01% 821
2025
Q1
$70.3K Hold
7,250
0.01% 365
2024
Q4
$68.2K Sell
7,250
-89
-1% -$837 0.01% 333
2024
Q3
$83.2K Hold
7,339
0.01% 310
2024
Q2
$71.8K Sell
7,339
-1,769
-19% -$17.3K 0.01% 316
2024
Q1
$86.6K Sell
9,108
-37,833
-81% -$360K 0.01% 307
2023
Q4
$453K Sell
46,941
-5,381
-10% -$51.9K 0.08% 153
2023
Q3
$479K Buy
52,322
+4,975
+11% +$45.6K 0.1% 143
2023
Q2
$473K Sell
47,347
-1,669
-3% -$16.7K 0.1% 145
2023
Q1
$558K Buy
49,016
+6,622
+16% +$75.4K 0.12% 131
2022
Q4
$505K Buy
+42,394
New +$505K 0.11% 144
2020
Q2
Sell
-11,684
Closed -$95K 177
2020
Q1
$95K Buy
+11,684
New +$95K 0.04% 162