Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-202
Closed -$9.54K 598
2025
Q1
$9.54K Hold
202
﹤0.01% 455
2024
Q4
$9.87K Hold
202
﹤0.01% 527
2024
Q3
$11K Hold
202
﹤0.01% 522
2024
Q2
$10.2K Sell
202
-320
-61% -$16.2K ﹤0.01% 509
2024
Q1
$30.2K Sell
522
-89
-15% -$5.15K 0.01% 327
2023
Q4
$34.1K Hold
611
0.01% 322
2023
Q3
$33.2K Hold
611
0.01% 305
2023
Q2
$36.1K Hold
611
0.02% 289
2023
Q1
$37.3K Sell
611
-153
-20% -$9.33K 0.02% 258
2022
Q4
$46.4K Hold
764
0.02% 227
2022
Q3
$43K Hold
764
0.02% 247
2022
Q2
$44K Hold
764
0.02% 270
2022
Q1
$48K Hold
764
0.02% 276
2021
Q4
$44K Sell
764
-489
-39% -$28.2K 0.02% 291
2021
Q3
$75K Buy
+1,253
New +$75K 0.03% 235
2020
Q1
Sell
-1,430
Closed -$88K 516
2019
Q4
$88K Buy
+1,430
New +$88K 0.06% 199