Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.38K Sell
1,860
-11,395
-86% -$39.1K ﹤0.01% 2774
2025
Q1
$50.5K Hold
13,255
﹤0.01% 1755
2024
Q4
$57.8K Sell
13,255
-599
-4% -$2.61K ﹤0.01% 1635
2024
Q3
$92.5K Sell
13,854
-1,157
-8% -$7.73K ﹤0.01% 1362
2024
Q2
$62.4K Buy
15,011
+16
+0.1% +$67 ﹤0.01% 1462
2024
Q1
$67.5K Buy
+14,995
New +$67.5K ﹤0.01% 1384
2023
Q2
Sell
-210
Closed -$2.21K 3095
2023
Q1
$2.21K Hold
210
﹤0.01% 2532
2022
Q4
$2.05K Sell
210
-445
-68% -$4.34K ﹤0.01% 2507
2022
Q3
$14K Hold
655
﹤0.01% 1797
2022
Q2
$14K Buy
+655
New +$14K ﹤0.01% 1797
2021
Q4
$18K Sell
555
-1,856
-77% -$60.2K ﹤0.01% 1717
2021
Q3
$86K Sell
2,411
-1,530
-39% -$54.6K ﹤0.01% 1463
2021
Q2
$210K Sell
3,941
-410
-9% -$21.8K 0.01% 1020
2021
Q1
$170K Buy
+4,351
New +$170K 0.01% 1044