Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,530
Closed -$19K 300
2025
Q1
$19K Sell
1,530
-448
-23% -$5.56K ﹤0.01% 774
2024
Q4
$25.5K Sell
1,978
-264
-12% -$3.4K ﹤0.01% 745
2024
Q3
$45K Buy
2,242
+58
+3% +$1.16K ﹤0.01% 692
2024
Q2
$38.4K Buy
2,184
+29
+1% +$510 ﹤0.01% 700
2024
Q1
$38.6K Sell
2,155
-88
-4% -$1.58K ﹤0.01% 713
2023
Q4
$43.2K Sell
2,243
-174
-7% -$3.35K 0.01% 655
2023
Q3
$36.7K Buy
2,417
+858
+55% +$13K 0.01% 663
2023
Q2
$32.3K Hold
1,559
0.01% 695
2023
Q1
$37.5K Hold
1,559
0.01% 661
2022
Q4
$44.8K Buy
1,559
+372
+31% +$10.7K 0.01% 610
2022
Q3
$27K Buy
1,187
+305
+35% +$6.94K 0.01% 678
2022
Q2
$19K Hold
882
﹤0.01% 714
2022
Q1
$23K Hold
882
﹤0.01% 759
2021
Q4
$21K Buy
+882
New +$21K ﹤0.01% 706