Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Hold
500
0.01% 271
2025
Q1
$16.9K Hold
500
0.01% 239
2024
Q4
$14.8K Sell
500
-330
-40% -$9.76K 0.01% 250
2024
Q3
$26.1K Hold
830
0.01% 187
2024
Q2
$30K Sell
830
-27
-3% -$975 0.02% 162
2024
Q1
$32.3K Hold
857
0.02% 161
2023
Q4
$30.3K Sell
857
-138
-14% -$4.88K 0.02% 160
2023
Q3
$38.5K Sell
995
-203
-17% -$7.86K 0.03% 116
2023
Q2
$42.3K Sell
1,198
-113
-9% -$3.99K 0.04% 114
2023
Q1
$49.7K Sell
1,311
-100
-7% -$3.79K 0.05% 97
2022
Q4
$49.3K Sell
1,411
-1,506
-52% -$52.6K 0.05% 94
2022
Q3
$83.3K Buy
2,917
+7
+0.2% +$200 0.09% 63
2022
Q2
$82.5K Sell
2,910
-1,578
-35% -$44.7K 0.08% 65
2022
Q1
$132K Buy
4,488
+6
+0.1% +$176 0.11% 54
2021
Q4
$119K Buy
+4,482
New +$119K 0.09% 60