Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,016
Closed -$23.7K 678
2025
Q1
$23.7K Buy
1,016
+400
+65% +$9.32K ﹤0.01% 729
2024
Q4
$17.7K Sell
616
-221
-26% -$6.35K ﹤0.01% 825
2024
Q3
$24.9K Hold
837
﹤0.01% 833
2024
Q2
$28.2K Sell
837
-235
-22% -$7.92K ﹤0.01% 768
2024
Q1
$38.7K Buy
1,072
+245
+30% +$8.85K ﹤0.01% 711
2023
Q4
$27K Sell
827
-922
-53% -$30.1K ﹤0.01% 773
2023
Q3
$56.9K Buy
1,749
+1,183
+209% +$38.5K 0.01% 564
2023
Q2
$16.6K Hold
566
﹤0.01% 824
2023
Q1
$15.9K Hold
566
﹤0.01% 827
2022
Q4
$15.4K Hold
566
﹤0.01% 816
2022
Q3
$13K Buy
566
+68
+14% +$1.56K ﹤0.01% 820
2022
Q2
$14K Hold
498
﹤0.01% 774
2022
Q1
$15K Hold
498
﹤0.01% 844
2021
Q4
$17K Buy
+498
New +$17K ﹤0.01% 744