Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23
Closed -$8.44K 312
2025
Q1
$8.44K Sell
23
-57
-71% -$20.9K ﹤0.01% 1022
2024
Q4
$32.3K Sell
80
-36
-31% -$14.5K 0.01% 625
2024
Q3
$58.5K Sell
116
-16
-12% -$8.07K 0.01% 420
2024
Q2
$56.8K Sell
132
-2
-1% -$860 0.01% 408
2024
Q1
$50.8K Buy
134
+5
+4% +$1.89K 0.01% 428
2023
Q4
$41.8K Hold
129
0.01% 456
2023
Q3
$40.5K Hold
129
0.01% 410
2023
Q2
$44K Sell
129
-4
-3% -$1.36K 0.01% 398
2023
Q1
$39.4K Buy
133
+5
+4% +$1.48K 0.01% 403
2022
Q4
$38.5K Sell
128
-99
-44% -$29.8K 0.01% 409
2022
Q3
$59K Sell
227
-18
-7% -$4.68K 0.02% 338
2022
Q2
$69K Hold
245
0.02% 311
2022
Q1
$74K Hold
245
0.02% 313
2021
Q4
$66K Hold
245
0.02% 321
2021
Q3
$64K Hold
245
0.02% 314
2021
Q2
$63K Buy
245
+11
+5% +$2.83K 0.02% 292
2021
Q1
$57K Hold
234
0.02% 290
2020
Q4
$58K Hold
234
0.02% 252
2020
Q3
$50K Buy
+234
New +$50K 0.02% 254