Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,246
Closed -$43.4K 1467
2025
Q1
$43.4K Hold
31,246
﹤0.01% 1765
2024
Q4
$57.5K Hold
31,246
﹤0.01% 1343
2024
Q3
$50.9K Hold
31,246
﹤0.01% 1446
2024
Q2
$56.6K Hold
31,246
﹤0.01% 1345
2024
Q1
$38.7K Hold
31,246
﹤0.01% 1528
2023
Q4
$25.2K Hold
31,246
﹤0.01% 1712
2023
Q3
$37.5K Hold
31,246
﹤0.01% 1404
2023
Q2
$41.6K Hold
31,246
﹤0.01% 1360
2023
Q1
$45.3K Hold
31,246
﹤0.01% 1289
2022
Q4
$46.6K Hold
31,246
0.01% 1205
2022
Q3
$57K Buy
31,246
+15,623
+100% +$28.5K 0.01% 963
2022
Q2
$20K Buy
15,623
+7,346
+89% +$9.4K ﹤0.01% 1299
2022
Q1
$31K Hold
8,277
﹤0.01% 1117
2021
Q4
$35K Buy
8,277
+3,589
+77% +$15.2K ﹤0.01% 1049
2021
Q3
$32K Buy
4,688
+2,628
+128% +$17.9K ﹤0.01% 1032
2021
Q2
$23K Buy
+2,060
New +$23K ﹤0.01% 1137