Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50
Closed -$1.15K 3615
2025
Q1
$1.15K Buy
+50
New +$1.15K ﹤0.01% 3210
2024
Q4
Sell
-617
Closed -$21.5K 3497
2024
Q3
$21.5K Hold
617
﹤0.01% 2025
2024
Q2
$20K Sell
617
-403
-40% -$13K ﹤0.01% 1954
2024
Q1
$34.7K Buy
1,020
+567
+125% +$19.3K ﹤0.01% 1704
2023
Q4
$17.8K Sell
453
-30
-6% -$1.18K ﹤0.01% 1919
2023
Q3
$18.4K Sell
483
-134
-22% -$5.12K ﹤0.01% 1776
2023
Q2
$28.1K Hold
617
﹤0.01% 1619
2023
Q1
$27.6K Buy
617
+180
+41% +$8.06K ﹤0.01% 1602
2022
Q4
$19.2K Hold
437
﹤0.01% 1696
2022
Q3
$21K Hold
437
﹤0.01% 1613
2022
Q2
$21K Buy
+437
New +$21K ﹤0.01% 1613
2021
Q4
$16K Sell
309
-3,207
-91% -$166K ﹤0.01% 1746
2021
Q3
$176K Buy
3,516
+598
+20% +$29.9K 0.01% 1085
2021
Q2
$144K Buy
2,918
+208
+8% +$10.3K ﹤0.01% 1201
2021
Q1
$122K Buy
+2,710
New +$122K ﹤0.01% 1205