Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,803
Closed -$15.3K 478
2025
Q1
$15.3K Buy
2,803
+2,125
+313% +$11.6K ﹤0.01% 816
2024
Q4
$4.72K Sell
678
-3,123
-82% -$21.7K ﹤0.01% 1048
2024
Q3
$35.7K Sell
3,801
-1,341
-26% -$12.6K ﹤0.01% 751
2024
Q2
$51.5K Buy
5,142
+4,810
+1,449% +$48.2K 0.01% 635
2024
Q1
$3.97K Hold
332
﹤0.01% 1152
2023
Q4
$4.12K Buy
332
+96
+41% +$1.19K ﹤0.01% 1107
2023
Q3
$2.59K Hold
236
﹤0.01% 1152
2023
Q2
$2.9K Hold
236
﹤0.01% 1141
2023
Q1
$2.85K Hold
236
﹤0.01% 1123
2022
Q4
$2.02K Hold
236
﹤0.01% 1144
2022
Q3
$1K Hold
236
﹤0.01% 1144
2022
Q2
$2K Hold
236
﹤0.01% 1045
2022
Q1
$2K Hold
236
﹤0.01% 1138
2021
Q4
$2K Buy
+236
New +$2K ﹤0.01% 996