Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-525
Closed -$3.29K 553
2025
Q1
$3.29K Hold
525
﹤0.01% 410
2024
Q4
$2.75K Sell
525
-6,872
-93% -$36K ﹤0.01% 419
2024
Q3
$45.6K Hold
7,397
0.02% 213
2024
Q2
$60.7K Hold
7,397
0.03% 196
2024
Q1
$59.1K Hold
7,397
0.03% 199
2023
Q4
$50.4K Hold
7,397
0.02% 209
2023
Q3
$55.2K Hold
7,397
0.03% 182
2023
Q2
$50K Sell
7,397
-720
-9% -$4.87K 0.03% 173
2023
Q1
$59.8K Buy
8,117
+720
+10% +$5.3K 0.04% 155
2022
Q4
$52.1K Hold
7,397
0.04% 157
2022
Q3
$51K Hold
7,397
0.04% 164
2022
Q2
$59K Sell
7,397
-1,000
-12% -$7.98K 0.04% 161
2022
Q1
$62K Hold
8,397
0.04% 164
2021
Q4
$51K Hold
8,397
0.03% 170
2021
Q3
$35K Buy
8,397
+500
+6% +$2.08K 0.03% 182
2021
Q2
$35K Hold
7,897
0.03% 174
2021
Q1
$32K Sell
7,897
-403
-5% -$1.63K 0.03% 168
2020
Q4
$20K Hold
8,300
0.02% 187
2020
Q3
$10K Hold
8,300
0.01% 216
2020
Q2
$14K Hold
8,300
0.02% 204
2020
Q1
$8K Sell
8,300
-322
-4% -$310 0.01% 257
2019
Q4
$38K Buy
+8,622
New +$38K 0.04% 152