Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.8K Buy
+200
New +$60.8K 0.01% 586
2024
Q3
Sell
-24
Closed -$4.84K 1273
2024
Q2
$4.84K Sell
24
-5
-17% -$1.01K ﹤0.01% 973
2024
Q1
$5.66K Buy
29
+5
+21% +$975 ﹤0.01% 956
2023
Q4
$3.71K Buy
24
+1
+4% +$155 ﹤0.01% 980
2023
Q3
$2.97K Sell
23
-598
-96% -$77.3K ﹤0.01% 992
2023
Q2
$85K Sell
621
-28
-4% -$3.83K 0.01% 549
2023
Q1
$82.1K Buy
649
+43
+7% +$5.44K 0.01% 552
2022
Q4
$62.5K Hold
606
0.01% 632
2022
Q3
$49K Sell
606
-44
-7% -$3.56K 0.01% 706
2022
Q2
$59K Buy
650
+44
+7% +$3.99K 0.01% 655
2022
Q1
$67K Hold
606
0.01% 661
2021
Q4
$85K Hold
606
0.01% 582
2021
Q3
$82K Hold
606
0.01% 580
2021
Q2
$85K Hold
606
0.01% 544
2021
Q1
$74K Hold
606
0.01% 569
2020
Q4
$79K Sell
606
-2,043
-77% -$266K 0.01% 504
2020
Q3
$413K Sell
2,649
-402
-13% -$62.7K 0.08% 180
2020
Q2
$427K Buy
3,051
+145
+5% +$20.3K 0.09% 168
2020
Q1
$321K Buy
+2,906
New +$321K 0.09% 175