Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21
Closed -$12.9K 449
2025
Q1
$12.9K Sell
21
-1
-5% -$616 ﹤0.01% 860
2024
Q4
$11.7K Buy
22
+1
+5% +$530 ﹤0.01% 904
2024
Q3
$12.6K Sell
21
-3
-13% -$1.8K ﹤0.01% 972
2024
Q2
$13K Hold
24
﹤0.01% 950
2024
Q1
$15.4K Sell
24
-1
-4% -$642 ﹤0.01% 940
2023
Q4
$14.6K Buy
25
+2
+9% +$1.17K ﹤0.01% 904
2023
Q3
$12K Hold
23
﹤0.01% 897
2023
Q2
$12.5K Buy
23
+4
+21% +$2.17K ﹤0.01% 892
2023
Q1
$10.2K Hold
19
﹤0.01% 917
2022
Q4
$9.7K Buy
19
+13
+217% +$6.64K ﹤0.01% 901
2022
Q3
$3K Hold
6
﹤0.01% 1033
2022
Q2
$3K Buy
6
+3
+100% +$1.5K ﹤0.01% 1006
2022
Q1
$2K Sell
3
-4
-57% -$2.67K ﹤0.01% 1136
2021
Q4
$4K Buy
+7
New +$4K ﹤0.01% 937