Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-504
Closed -$50.6K 299
2025
Q1
$50.6K Sell
504
-18
-3% -$1.81K 0.01% 556
2024
Q4
$46.5K Buy
522
+4
+0.8% +$356 ﹤0.01% 599
2024
Q3
$45.2K Hold
518
﹤0.01% 688
2024
Q2
$36.8K Sell
518
-70
-12% -$4.98K ﹤0.01% 711
2024
Q1
$43.5K Sell
588
-1
-0.2% -$74 0.01% 692
2023
Q4
$42.6K Sell
589
-9
-2% -$651 0.01% 658
2023
Q3
$44.8K Sell
598
-280
-32% -$21K 0.01% 611
2023
Q2
$71.7K Buy
878
+1
+0.1% +$82 0.01% 500
2023
Q1
$75.8K Sell
877
-142
-14% -$12.3K 0.01% 479
2022
Q4
$90.6K Buy
1,019
+126
+14% +$11.2K 0.02% 423
2022
Q3
$72K Buy
893
+454
+103% +$36.6K 0.01% 446
2022
Q2
$40K Buy
439
+140
+47% +$12.8K 0.01% 569
2022
Q1
$28K Buy
299
+268
+865% +$25.1K 0.01% 728
2021
Q4
$3K Buy
+31
New +$3K ﹤0.01% 961