Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,106
Closed -$92.5K 452
2025
Q1
$92.5K Sell
3,106
-303
-9% -$9.03K 0.01% 415
2024
Q4
$92.7K Hold
3,409
0.01% 430
2024
Q3
$103K Hold
3,409
0.01% 497
2024
Q2
$113K Buy
3,409
+1
+0% +$33 0.01% 428
2024
Q1
$122K Sell
3,408
-1
-0% -$36 0.01% 436
2023
Q4
$99.6K Buy
3,409
+1
+0% +$29 0.01% 451
2023
Q3
$121K Hold
3,408
0.02% 364
2023
Q2
$106K Hold
3,408
0.02% 412
2023
Q1
$92.5K Buy
3,408
+1
+0% +$27 0.02% 432
2022
Q4
$98.8K Hold
3,407
0.02% 404
2022
Q3
$67K Buy
3,407
+213
+7% +$4.19K 0.01% 467
2022
Q2
$63K Hold
3,194
0.01% 459
2022
Q1
$78K Buy
3,194
+1,559
+95% +$38.1K 0.01% 469
2021
Q4
$33K Buy
+1,635
New +$33K 0.01% 633