Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15
Closed -$708 2495
2025
Q1
$708 Sell
15
-11
-42% -$519 ﹤0.01% 2400
2024
Q4
$1.38K Sell
26
-603
-96% -$31.9K ﹤0.01% 2213
2024
Q3
$34.9K Sell
629
-37
-6% -$2.06K ﹤0.01% 1266
2024
Q2
$39.3K Buy
666
+5
+0.8% +$295 ﹤0.01% 1200
2024
Q1
$45.4K Sell
661
-15
-2% -$1.03K ﹤0.01% 1138
2023
Q4
$54.8K Sell
676
-221
-25% -$17.9K 0.01% 1028
2023
Q3
$57.9K Buy
897
+62
+7% +$4K 0.01% 961
2023
Q2
$70.6K Buy
835
+56
+7% +$4.74K 0.01% 912
2023
Q1
$86.7K Buy
779
+649
+499% +$72.3K 0.01% 832
2022
Q4
$16K Buy
130
+14
+12% +$1.72K ﹤0.01% 1379
2022
Q3
$12K Hold
116
﹤0.01% 1377
2022
Q2
$8K Buy
+116
New +$8K ﹤0.01% 1573