Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-841
Closed -$27.8K 1624
2025
Q1
$27.8K Buy
841
+83
+11% +$2.75K 0.01% 637
2024
Q4
$21.4K Buy
758
+371
+96% +$10.5K ﹤0.01% 760
2024
Q3
$9.68K Buy
+387
New +$9.68K ﹤0.01% 936
2024
Q1
Sell
-9
Closed -$222 1520
2023
Q4
$222 Sell
9
-9
-50% -$222 ﹤0.01% 1355
2023
Q3
$414 Sell
18
-352
-95% -$8.1K ﹤0.01% 1289
2023
Q2
$9.98K Buy
370
+89
+32% +$2.4K ﹤0.01% 747
2023
Q1
$9.77K Sell
281
-61
-18% -$2.12K ﹤0.01% 735
2022
Q4
$12.7K Sell
342
-178
-34% -$6.6K ﹤0.01% 665
2022
Q3
$17K Buy
520
+287
+123% +$9.38K 0.01% 633
2022
Q2
$9K Buy
+233
New +$9K ﹤0.01% 683
2022
Q1
Sell
-175
Closed -$8K 987
2021
Q4
$8K Hold
175
﹤0.01% 627
2021
Q3
$7K Hold
175
﹤0.01% 633
2021
Q2
$8K Buy
+175
New +$8K ﹤0.01% 588