Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25
Closed -$1.18K 596
2025
Q1
$1.18K Sell
25
-2
-7% -$94 ﹤0.01% 1190
2024
Q4
$1.43K Sell
27
-54
-67% -$2.86K ﹤0.01% 1206
2024
Q3
$4.5K Hold
81
﹤0.01% 1116
2024
Q2
$4.78K Buy
81
+1
+1% +$59 ﹤0.01% 1096
2024
Q1
$5.5K Sell
80
-14
-15% -$962 ﹤0.01% 1099
2023
Q4
$7.62K Sell
94
-58
-38% -$4.7K ﹤0.01% 1014
2023
Q3
$9.82K Sell
152
-303
-67% -$19.6K ﹤0.01% 940
2023
Q2
$38.5K Buy
455
+3
+0.7% +$254 0.01% 648
2023
Q1
$49.5K Sell
452
-16
-3% -$1.75K 0.01% 603
2022
Q4
$56.1K Buy
468
+62
+15% +$7.43K 0.01% 561
2022
Q3
$41K Sell
406
-23
-5% -$2.32K 0.01% 587
2022
Q2
$31K Buy
429
+278
+184% +$20.1K 0.01% 629
2022
Q1
$19K Sell
151
-1
-0.7% -$126 ﹤0.01% 798
2021
Q4
$33K Buy
+152
New +$33K 0.01% 634