Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.1K Sell
158
-400
-72% -$60.9K 0.02% 55
2025
Q1
$81.9K Hold
558
0.07% 31
2024
Q4
$72K Buy
558
+400
+253% +$51.6K 0.06% 34
2024
Q3
$21.6K Hold
158
0.02% 42
2024
Q2
$16.1K Sell
158
-31
-16% -$3.17K 0.01% 48
2024
Q1
$16.8K Hold
189
0.01% 42
2023
Q4
$17.3K Hold
189
0.02% 41
2023
Q3
$14.8K Sell
189
-85
-31% -$6.65K 0.03% 43
2023
Q2
$22.9K Buy
274
+85
+45% +$7.11K 0.06% 33
2023
Q1
$16.6K Hold
189
0.07% 37
2022
Q4
$18.9K Hold
189
0.03% 37
2022
Q3
$17K Hold
189
0.03% 34
2022
Q2
$20K Hold
189
0.05% 31
2022
Q1
$23K Hold
189
0.02% 35
2021
Q4
$28K Buy
+189
New +$28K 0.02% 43
2021
Q1
Sell
-189
Closed -$27K 98
2020
Q4
$27K Buy
+189
New +$27K 0.02% 64