Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-51
Closed -$234 622
2025
Q1
$234 Hold
51
﹤0.01% 1279
2024
Q4
$316 Sell
51
-30,022
-100% -$186K ﹤0.01% 1287
2024
Q3
$204K Buy
30,073
+10,000
+50% +$67.8K 0.02% 332
2024
Q2
$107K Hold
20,073
0.01% 442
2024
Q1
$100K Sell
20,073
-221
-1% -$1.1K 0.01% 484
2023
Q4
$141K Buy
20,294
+20,000
+6,803% +$139K 0.02% 370
2023
Q3
$1.74K Hold
294
﹤0.01% 1195
2023
Q2
$2.43K Hold
294
﹤0.01% 1164
2023
Q1
$1.82K Hold
294
﹤0.01% 1176
2022
Q4
$1.98K Hold
294
﹤0.01% 1145
2022
Q3
$2K Buy
294
+221
+303% +$1.5K ﹤0.01% 1084
2022
Q2
$1K Hold
73
﹤0.01% 1098
2022
Q1
$2K Buy
73
+51
+232% +$1.4K ﹤0.01% 1144
2021
Q4
$1K Buy
+22
New +$1K ﹤0.01% 1027