Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-281
Closed -$28.1K 713
2025
Q1
$28.1K Sell
281
-26
-8% -$2.6K 0.01% 630
2024
Q4
$33.6K Buy
307
+64
+26% +$7K 0.01% 613
2024
Q3
$27.9K Sell
243
-24
-9% -$2.76K 0.01% 591
2024
Q2
$26.7K Hold
267
0.01% 590
2024
Q1
$29.5K Sell
267
-3
-1% -$331 0.01% 568
2023
Q4
$28.9K Buy
270
+202
+297% +$21.7K 0.01% 536
2023
Q3
$6.7K Sell
68
-41
-38% -$4.04K ﹤0.01% 841
2023
Q2
$11.5K Buy
109
+23
+27% +$2.43K ﹤0.01% 711
2023
Q1
$8.28K Buy
86
+4
+5% +$385 ﹤0.01% 776
2022
Q4
$7.06K Sell
82
-4
-5% -$345 ﹤0.01% 824
2022
Q3
$6K Sell
86
-2
-2% -$140 ﹤0.01% 889
2022
Q2
$7K Buy
88
+44
+100% +$3.5K ﹤0.01% 724
2022
Q1
$4K Hold
44
﹤0.01% 733
2021
Q4
$4K Hold
44
﹤0.01% 704
2021
Q3
$4K Hold
44
﹤0.01% 696
2021
Q2
$4K Hold
44
﹤0.01% 662
2021
Q1
$3K Hold
44
﹤0.01% 643
2020
Q4
$3K Hold
44
﹤0.01% 603
2020
Q3
$2K Buy
+44
New +$2K ﹤0.01% 606