Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-608
Closed -$67.6K 302
2025
Q1
$67.6K Hold
608
0.01% 494
2024
Q4
$62.9K Buy
608
+3
+0.5% +$310 0.01% 527
2024
Q3
$67.6K Hold
605
0.01% 607
2024
Q2
$54K Hold
605
0.01% 628
2024
Q1
$51.9K Buy
605
+46
+8% +$3.95K 0.01% 655
2023
Q4
$46.1K Hold
559
0.01% 635
2023
Q3
$42.9K Hold
559
0.01% 626
2023
Q2
$39K Hold
559
0.01% 647
2023
Q1
$36.1K Hold
559
0.01% 668
2022
Q4
$40.2K Buy
559
+100
+22% +$7.19K 0.01% 633
2022
Q3
$26K Hold
459
0.01% 687
2022
Q2
$25K Hold
459
0.01% 670
2022
Q1
$30K Sell
459
-16,724
-97% -$1.09M 0.01% 716
2021
Q4
$1M Buy
+17,183
New +$1M 0.21% 81