Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-49
Closed -$385 1333
2024
Q4
$385 Sell
49
-199
-80% -$1.56K ﹤0.01% 1282
2024
Q3
$781 Hold
248
﹤0.01% 1284
2024
Q2
$702 Sell
248
-2,856
-92% -$8.08K ﹤0.01% 1276
2024
Q1
$48.9K Sell
3,104
-470
-13% -$7.4K 0.01% 669
2023
Q4
$70.3K Sell
3,574
-197
-5% -$3.87K 0.01% 537
2023
Q3
$76.8K Sell
3,771
-113
-3% -$2.3K 0.01% 479
2023
Q2
$114K Sell
3,884
-67
-2% -$1.96K 0.02% 394
2023
Q1
$111K Hold
3,951
0.02% 396
2022
Q4
$73.2K Sell
3,951
-1,449
-27% -$26.9K 0.01% 483
2022
Q3
$85K Buy
5,400
+153
+3% +$2.41K 0.02% 411
2022
Q2
$132K Sell
5,247
-68
-1% -$1.71K 0.03% 303
2022
Q1
$192K Buy
5,315
+1,691
+47% +$61.1K 0.04% 281
2021
Q4
$278K Buy
+3,624
New +$278K 0.06% 226