Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-145
Closed -$4.02K 136
2025
Q1
$4.02K Hold
145
﹤0.01% 187
2024
Q4
$4.73K Hold
145
﹤0.01% 156
2024
Q3
$5.2K Hold
145
﹤0.01% 160
2024
Q2
$5.08K Sell
145
-160
-52% -$5.6K ﹤0.01% 156
2024
Q1
$9.22K Hold
305
0.01% 136
2023
Q4
$9.18K Sell
305
-1,206
-80% -$36.3K 0.01% 142
2023
Q3
$38.8K Sell
1,511
-2,308
-60% -$59.3K 0.03% 100
2023
Q2
$117K Buy
3,819
+5
+0.1% +$154 0.07% 84
2023
Q1
$112K Buy
3,814
+1,127
+42% +$33.1K 0.07% 85
2022
Q4
$72K Sell
2,687
-515
-16% -$13.8K 0.04% 117
2022
Q3
$80K Hold
3,202
0.05% 101
2022
Q2
$105K Buy
3,202
+16
+0.5% +$525 0.06% 92
2022
Q1
$116K Buy
3,186
+2,881
+945% +$105K 0.06% 90
2021
Q4
$11K Hold
305
0.01% 193
2021
Q3
$8K Buy
+305
New +$8K ﹤0.01% 200