Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2851
2025
Q1
Sell
-163
Closed -$205 4455
2024
Q4
$205 Buy
+163
New +$205 ﹤0.01% 3732
2024
Q1
Sell
-51
Closed -$162 3160
2023
Q4
$162 Sell
51
-1,124
-96% -$3.57K ﹤0.01% 2952
2023
Q3
$3.14K Sell
1,175
-350
-23% -$934 ﹤0.01% 2683
2023
Q2
$3.17K Sell
1,525
-110
-7% -$229 ﹤0.01% 2708
2023
Q1
$17.2K Sell
1,635
-12
-0.7% -$126 ﹤0.01% 2080
2022
Q4
$19K Sell
1,647
-2,510
-60% -$29K ﹤0.01% 2920
2022
Q3
$47K Hold
4,157
﹤0.01% 2413
2022
Q2
$47K Hold
4,157
﹤0.01% 2209
2022
Q1
$47K Buy
4,157
+1,662
+67% +$18.8K ﹤0.01% 2209
2021
Q4
$44K Buy
2,495
+1,350
+118% +$23.8K ﹤0.01% 1573
2021
Q3
$28K Buy
+1,145
New +$28K ﹤0.01% 1787
2021
Q2
Sell
-746
Closed -$17K 3533
2021
Q1
$17K Sell
746
-384
-34% -$8.75K ﹤0.01% 1901
2020
Q4
$32K Buy
+1,130
New +$32K ﹤0.01% 1612