Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04K Sell
56
-396
-88% -$21.5K ﹤0.01% 845
2025
Q1
$22.8K Sell
452
-531
-54% -$26.8K 0.01% 559
2024
Q4
$44.6K Hold
983
0.01% 452
2024
Q3
$46.7K Hold
983
0.01% 437
2024
Q2
$45.1K Hold
983
0.01% 422
2024
Q1
$42.6K Buy
983
+468
+91% +$20.3K 0.01% 435
2023
Q4
$20.4K Sell
515
-1,533
-75% -$60.8K 0.01% 524
2023
Q3
$69K Hold
2,048
0.02% 310
2023
Q2
$68.5K Hold
2,048
0.02% 317
2023
Q1
$66.4K Hold
2,048
0.02% 319
2022
Q4
$57K Buy
2,048
+618
+43% +$17.2K 0.02% 322
2022
Q3
$35K Buy
+1,430
New +$35K 0.02% 371
2019
Q4
Sell
-247
Closed -$6K 686
2019
Q3
$6K Buy
+247
New +$6K ﹤0.01% 630
2019
Q2
Sell
-299
Closed -$6K 702
2019
Q1
$6K Hold
299
﹤0.01% 616
2018
Q4
$6K Buy
+299
New +$6K ﹤0.01% 624