Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$1 8239
2025
Q1
Hold
0
8079
2024
Q2
Sell
-33
Closed -$1.78K 7941
2024
Q1
$1.78K Sell
33
-34
-51% -$1.84K ﹤0.01% 7089
2023
Q4
$8.82K Buy
67
+34
+103% +$4.48K ﹤0.01% 6863
2023
Q3
$4.05K Hold
33
﹤0.01% 6959
2023
Q2
$6.09K Hold
33
﹤0.01% 6938
2023
Q1
$4.14K Buy
33
+30
+1,000% +$3.76K ﹤0.01% 7096
2022
Q4
$274 Buy
+3
New +$274 ﹤0.01% 7615
2022
Q3
Hold
0
7838
2021
Q4
Sell
-6
Closed -$15K 8079
2021
Q3
$15K Hold
6
﹤0.01% 7200
2021
Q2
$26K Sell
6
-48
-89% -$208K ﹤0.01% 6917
2021
Q1
$301K Buy
54
+32
+145% +$178K ﹤0.01% 5423
2020
Q4
$147K Buy
+22
New +$147K ﹤0.01% 5742