Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53
Closed -$14.1K 617
2025
Q1
$14.1K Hold
53
﹤0.01% 844
2024
Q4
$13.3K Hold
53
﹤0.01% 875
2024
Q3
$11.7K Hold
53
﹤0.01% 986
2024
Q2
$9.13K Hold
53
﹤0.01% 1002
2024
Q1
$10K Hold
53
﹤0.01% 1017
2023
Q4
$9.49K Buy
53
+4
+8% +$716 ﹤0.01% 981
2023
Q3
$7.9K Sell
49
-37
-43% -$5.96K ﹤0.01% 975
2023
Q2
$12.6K Sell
86
-17
-17% -$2.49K ﹤0.01% 891
2023
Q1
$15K Buy
103
+10
+11% +$1.46K ﹤0.01% 837
2022
Q4
$13.3K Sell
93
-1
-1% -$144 ﹤0.01% 842
2022
Q3
$14K Hold
94
﹤0.01% 803
2022
Q2
$14K Hold
94
﹤0.01% 773
2022
Q1
$20K Buy
94
+6
+7% +$1.28K ﹤0.01% 787
2021
Q4
$22K Buy
+88
New +$22K ﹤0.01% 699