Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,085
Closed -$99.6K 865
2025
Q1
$99.6K Buy
5,085
+897
+21% +$17.6K 0.02% 334
2024
Q4
$65.6K Buy
4,188
+309
+8% +$4.84K 0.01% 417
2024
Q3
$70.4K Buy
3,879
+706
+22% +$12.8K 0.01% 381
2024
Q2
$54.4K Buy
3,173
+2,096
+195% +$35.9K 0.01% 423
2024
Q1
$17.8K Buy
1,077
+917
+573% +$15.1K ﹤0.01% 708
2023
Q4
$2.4K Hold
160
﹤0.01% 1093
2023
Q3
$2.11K Hold
160
﹤0.01% 1059
2023
Q2
$2.16K Hold
160
﹤0.01% 1064
2023
Q1
$1.9K Hold
160
﹤0.01% 1077
2022
Q4
$1.95K Hold
160
﹤0.01% 1090
2022
Q3
$1K Hold
160
﹤0.01% 1210
2022
Q2
$2K Sell
160
-564
-78% -$7.05K ﹤0.01% 966
2022
Q1
$8K Buy
724
+564
+353% +$6.23K ﹤0.01% 643
2021
Q4
$2K Sell
160
-200
-56% -$2.5K ﹤0.01% 760
2021
Q3
$5K Hold
360
﹤0.01% 669
2021
Q2
$5K Hold
360
﹤0.01% 640
2021
Q1
$4K Hold
360
﹤0.01% 620
2020
Q4
$3K Hold
360
﹤0.01% 608
2020
Q3
$2K Buy
+360
New +$2K ﹤0.01% 611