Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-211
Closed -$36.9K 845
2025
Q1
$36.9K Sell
211
-14
-6% -$2.45K 0.01% 378
2024
Q4
$47.2K Buy
225
+166
+281% +$34.8K 0.01% 363
2024
Q3
$17K Hold
59
﹤0.01% 538
2024
Q2
$18.5K Sell
59
-5
-8% -$1.57K 0.01% 519
2024
Q1
$21.5K Hold
64
0.01% 529
2023
Q4
$18.1K Sell
64
-329
-84% -$93.1K 0.01% 550
2023
Q3
$96.8K Hold
393
0.03% 355
2023
Q2
$98.3K Buy
393
+25
+7% +$6.26K 0.03% 353
2023
Q1
$78.6K Buy
368
+12
+3% +$2.56K 0.02% 397
2022
Q4
$69K Buy
+356
New +$69K 0.02% 434