Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-125
Closed -$2.87K 74
2025
Q1
$2.87K Hold
125
﹤0.01% 194
2024
Q4
$2.9K Sell
125
-474
-79% -$11K ﹤0.01% 200
2024
Q3
$20.8K Hold
599
0.01% 138
2024
Q2
$19.4K Hold
599
0.01% 137
2024
Q1
$20.4K Sell
599
-200
-25% -$6.8K 0.02% 135
2023
Q4
$31.5K Sell
799
-194
-20% -$7.64K 0.03% 122
2023
Q3
$37.9K Hold
993
0.04% 112
2023
Q2
$45.3K Hold
993
0.04% 109
2023
Q1
$44.5K Sell
993
-219
-18% -$9.81K 0.04% 115
2022
Q4
$53.3K Sell
1,212
-90
-7% -$3.96K 0.05% 114
2022
Q3
$55K Sell
1,302
-4
-0.3% -$169 0.06% 99
2022
Q2
$64K Sell
1,306
-3
-0.2% -$147 0.07% 101
2022
Q1
$73K Sell
1,309
-200
-13% -$11.2K 0.07% 104
2021
Q4
$79K Buy
+1,509
New +$79K 0.08% 95