Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.88K Buy
1,422
+1,026
+259% +$3.52K ﹤0.01% 2877
2025
Q1
$1.51K Buy
396
+9
+2% +$34 ﹤0.01% 2854
2024
Q4
$1.69K Sell
387
-12,380
-97% -$54K ﹤0.01% 2894
2024
Q3
$85.3K Hold
12,767
﹤0.01% 1007
2024
Q2
$53.1K Sell
12,767
-2,641
-17% -$11K ﹤0.01% 1164
2024
Q1
$69.3K Buy
+15,408
New +$69.3K ﹤0.01% 1132
2022
Q1
Sell
-6,991
Closed -$221K 908
2021
Q4
$221K Sell
6,991
-12
-0.2% -$379 ﹤0.01% 771
2021
Q3
$250K Sell
7,003
-927
-12% -$33.1K ﹤0.01% 642
2021
Q2
$422K Sell
7,930
-2,055
-21% -$109K 0.01% 516
2021
Q1
$389K Buy
9,985
+1,063
+12% +$41.4K 0.01% 507
2020
Q4
$435K Buy
+8,922
New +$435K 0.01% 454