Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.9K Sell
567
-32
-5% -$2.42K 0.01% 395
2025
Q1
$45K Sell
599
-21
-3% -$1.58K 0.01% 377
2024
Q4
$47.4K Buy
620
+321
+107% +$24.5K 0.01% 365
2024
Q3
$23.3K Buy
299
+265
+779% +$20.7K ﹤0.01% 441
2024
Q2
$2.43K Hold
34
﹤0.01% 695
2024
Q1
$2.76K Hold
34
﹤0.01% 672
2023
Q4
$2.49K Hold
34
﹤0.01% 676
2023
Q3
$2.25K Hold
34
﹤0.01% 710
2023
Q2
$2.52K Sell
34
-22
-39% -$1.63K ﹤0.01% 718
2023
Q1
$4.33K Hold
56
﹤0.01% 661
2022
Q4
$4.28K Buy
56
+22
+65% +$1.68K ﹤0.01% 547
2022
Q3
$2K Hold
34
﹤0.01% 608
2022
Q2
$3K Sell
34
-150
-82% -$13.2K ﹤0.01% 722
2022
Q1
$15K Sell
184
-925
-83% -$75.4K ﹤0.01% 486
2021
Q4
$87K Buy
1,109
+1,070
+2,744% +$83.9K 0.02% 233
2021
Q3
$3K Hold
39
﹤0.01% 582
2021
Q2
$3K Hold
39
﹤0.01% 564
2021
Q1
$3K Buy
+39
New +$3K ﹤0.01% 527
2020
Q2
Sell
-67
Closed -$3K 527
2020
Q1
$3K Buy
+67
New +$3K ﹤0.01% 424