Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Hold
165
﹤0.01% 191
2025
Q1
$19.7K Sell
165
-12
-7% -$1.43K ﹤0.01% 174
2024
Q4
$23.3K Buy
177
+10
+6% +$1.31K ﹤0.01% 164
2024
Q3
$25.3K Hold
167
﹤0.01% 151
2024
Q2
$25.3K Sell
167
-9
-5% -$1.37K ﹤0.01% 151
2024
Q1
$29K Sell
176
-22
-11% -$3.63K 0.01% 144
2023
Q4
$27K Hold
198
0.01% 146
2023
Q3
$27.2K Sell
198
-251
-56% -$34.4K 0.01% 148
2023
Q2
$57.5K Sell
449
-194
-30% -$24.9K 0.02% 118
2023
Q1
$80K Sell
643
-43
-6% -$5.35K 0.03% 110
2022
Q4
$58.7K Sell
686
-1
-0.1% -$86 0.03% 119
2022
Q3
$72K Sell
687
-4,301
-86% -$451K 0.03% 114
2022
Q2
$444K Buy
4,988
+4,688
+1,563% +$417K 0.19% 46
2022
Q1
$52K Buy
+300
New +$52K 0.01% 92
2021
Q4
Sell
-475
Closed -$80K 227
2021
Q3
$80K Hold
475
0.02% 85
2021
Q2
$73K Sell
475
-619
-57% -$95.1K 0.02% 88
2021
Q1
$206K Buy
+1,094
New +$206K 0.07% 58