Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8K Buy
1,545
+1,000
+183% +$8.28K ﹤0.01% 5627
2025
Q1
$6.67K Hold
545
﹤0.01% 5944
2024
Q4
$6.91K Hold
545
﹤0.01% 5930
2024
Q3
$4.8K Sell
545
-1,400
-72% -$12.3K ﹤0.01% 6103
2024
Q2
$23.3K Buy
1,945
+745
+62% +$8.93K ﹤0.01% 5193
2024
Q1
$21.9K Sell
1,200
-166
-12% -$3.02K ﹤0.01% 5276
2023
Q4
$42.9K Sell
1,366
-2,364
-63% -$74.3K ﹤0.01% 5001
2023
Q3
$56.6K Sell
3,730
-1,050
-22% -$15.9K ﹤0.01% 4904
2023
Q2
$73.8K Sell
4,780
-6
-0.1% -$93 ﹤0.01% 4686
2023
Q1
$44.6K Sell
4,786
-1,103
-19% -$10.3K ﹤0.01% 5020
2022
Q4
$109K Buy
5,889
+2,447
+71% +$45.3K ﹤0.01% 4358
2022
Q3
$32K Buy
3,442
+600
+21% +$5.58K ﹤0.01% 5240
2022
Q2
$18K Buy
+2,842
New +$18K ﹤0.01% 5662
2022
Q1
Sell
-250
Closed -$3K 7085
2021
Q4
$3K Hold
250
﹤0.01% 6734
2021
Q3
$4K Buy
+250
New +$4K ﹤0.01% 6585