Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-984
Closed -$5.94K 3726
2025
Q1
$5.94K Buy
+984
New +$5.94K ﹤0.01% 2768
2024
Q4
Sell
-1,000
Closed -$5.69K 3994
2024
Q3
$5.69K Sell
1,000
-1,000
-50% -$5.69K ﹤0.01% 2622
2024
Q2
$14.4K Buy
2,000
+1,970
+6,567% +$14.2K ﹤0.01% 2205
2024
Q1
$282 Hold
30
﹤0.01% 3015
2023
Q4
$110 Hold
30
﹤0.01% 2969
2023
Q3
$94 Hold
30
﹤0.01% 3220
2023
Q2
$107 Hold
30
﹤0.01% 3350
2023
Q1
$360 Sell
30
-203
-87% -$2.44K ﹤0.01% 3225
2022
Q4
$7K Sell
233
-15,261
-98% -$458K ﹤0.01% 3613
2022
Q3
$13K Buy
15,494
+14,461
+1,400% +$12.1K ﹤0.01% 3456
2022
Q2
$13K Hold
1,033
﹤0.01% 3202
2022
Q1
$13K Buy
1,033
+296
+40% +$3.73K ﹤0.01% 3202
2021
Q4
$16K Sell
737
-100
-12% -$2.17K ﹤0.01% 2009
2021
Q3
$29K Buy
837
+27
+3% +$935 ﹤0.01% 1768
2021
Q2
$42K Buy
810
+710
+710% +$36.8K ﹤0.01% 1603
2021
Q1
$4K Sell
100
-150
-60% -$6K ﹤0.01% 2462
2020
Q4
$11K Buy
250
+157
+169% +$6.91K ﹤0.01% 2039
2020
Q3
$1K Buy
+93
New +$1K ﹤0.01% 2641