Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3977
2025
Q1
Sell
-16
Closed -$61 4722
2024
Q4
$61 Buy
+16
New +$61 ﹤0.01% 4195
2024
Q3
Sell
-264
Closed -$998 3456
2024
Q2
$998 Sell
264
-741
-74% -$2.8K ﹤0.01% 2988
2024
Q1
$2.29K Buy
1,005
+142
+16% +$324 ﹤0.01% 2659
2023
Q4
$2.73K Buy
863
+541
+168% +$1.71K ﹤0.01% 2598
2023
Q3
$1.32K Sell
322
-1,008
-76% -$4.12K ﹤0.01% 2939
2023
Q2
$11.8K Hold
1,330
﹤0.01% 2238
2023
Q1
$39.1K Sell
1,330
-410
-24% -$12.1K ﹤0.01% 1696
2022
Q4
$54K Buy
1,740
+100
+6% +$3.1K ﹤0.01% 2191
2022
Q3
$51K Buy
1,640
+105
+7% +$3.27K ﹤0.01% 2363
2022
Q2
$47K Hold
1,535
﹤0.01% 2213
2022
Q1
$47K Buy
1,535
+1,325
+631% +$40.6K ﹤0.01% 2213
2021
Q4
$5K Hold
210
﹤0.01% 2475
2021
Q3
$5K Hold
210
﹤0.01% 2520
2021
Q2
$4K Sell
210
-1,000
-83% -$19K ﹤0.01% 2561
2021
Q1
$26K Buy
+1,210
New +$26K ﹤0.01% 1734