Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-55
Closed -$1.56K 459
2025
Q1
$1.56K Hold
55
﹤0.01% 617
2024
Q4
$2.29K Hold
55
﹤0.01% 715
2024
Q3
$3.68K Hold
55
﹤0.01% 696
2024
Q2
$6.53K Hold
55
﹤0.01% 587
2024
Q1
$5.86K Sell
55
-35
-39% -$3.73K ﹤0.01% 567
2023
Q4
$8.95K Hold
90
﹤0.01% 534
2023
Q3
$9.3K Hold
90
﹤0.01% 506
2023
Q2
$10.9K Hold
90
﹤0.01% 471
2023
Q1
$13.8K Hold
90
0.01% 391
2022
Q4
$16.2K Sell
90
-25
-22% -$4.49K 0.01% 362
2022
Q3
$14K Sell
115
-225
-66% -$27.4K 0.01% 377
2022
Q2
$49K Buy
340
+4
+1% +$576 0.02% 255
2022
Q1
$58K Sell
336
-102
-23% -$17.6K 0.02% 250
2021
Q4
$111K Buy
438
+80
+22% +$20.3K 0.05% 191
2021
Q3
$138K Buy
+358
New +$138K 0.06% 164