Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.7K Hold
1,200
0.01% 353
2025
Q1
$58.2K Sell
1,200
-100
-8% -$4.85K 0.01% 332
2024
Q4
$63.5K Hold
1,300
0.01% 319
2024
Q3
$80.7K Sell
1,300
-600
-32% -$37.3K 0.01% 274
2024
Q2
$108K Buy
1,900
+1,487
+360% +$84.9K 0.02% 235
2024
Q1
$23.8K Hold
413
﹤0.01% 389
2023
Q4
$28.2K Buy
413
+44
+12% +$3.01K ﹤0.01% 366
2023
Q3
$21K Hold
369
﹤0.01% 393
2023
Q2
$22K Sell
369
-30
-8% -$1.79K ﹤0.01% 403
2023
Q1
$25.3K Sell
399
-75
-16% -$4.76K 0.01% 384
2022
Q4
$29.4K Sell
474
-12
-2% -$745 0.01% 312
2022
Q3
$24K Buy
486
+70
+17% +$3.46K 0.01% 328
2022
Q2
$28K Buy
416
+373
+867% +$25.1K 0.01% 367
2022
Q1
$3K Hold
43
﹤0.01% 645
2021
Q4
$2K Hold
43
﹤0.01% 625
2021
Q3
$2K Buy
+43
New +$2K ﹤0.01% 588
2020
Q2
Sell
-229
Closed -$7K 486
2020
Q1
$7K Buy
+229
New +$7K ﹤0.01% 373