Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-434
Closed -$19.6K 303
2025
Q1
$19.6K Hold
434
﹤0.01% 767
2024
Q4
$26.4K Sell
434
-79
-15% -$4.81K ﹤0.01% 736
2024
Q3
$20.9K Sell
513
-204
-28% -$8.33K ﹤0.01% 876
2024
Q2
$21.7K Sell
717
-88
-11% -$2.66K ﹤0.01% 823
2024
Q1
$30K Buy
805
+41
+5% +$1.53K ﹤0.01% 771
2023
Q4
$37.5K Hold
764
0.01% 686
2023
Q3
$16.3K Sell
764
-60
-7% -$1.28K ﹤0.01% 827
2023
Q2
$12.6K Hold
824
﹤0.01% 890
2023
Q1
$9.29K Buy
824
+94
+13% +$1.06K ﹤0.01% 933
2022
Q4
$7.06K Buy
730
+704
+2,708% +$6.81K ﹤0.01% 956
2022
Q3
$0 Buy
26
+19
+271% ﹤0.01% 1214
2022
Q2
$0 Sell
7
-2,500
-100% ﹤0.01% 1162
2022
Q1
$116K Buy
+2,507
New +$116K 0.02% 386