Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-278
Closed -$17.2K 715
2025
Q1
$17.2K Sell
278
-535
-66% -$33K ﹤0.01% 794
2024
Q4
$58.6K Sell
813
-315
-28% -$22.7K 0.01% 543
2024
Q3
$91.6K Buy
1,128
+545
+93% +$44.3K 0.01% 521
2024
Q2
$43.3K Sell
583
-45
-7% -$3.34K ﹤0.01% 669
2024
Q1
$49K Hold
628
0.01% 668
2023
Q4
$44.9K Hold
628
0.01% 640
2023
Q3
$43.6K Sell
628
-154
-20% -$10.7K 0.01% 621
2023
Q2
$63.3K Hold
782
0.01% 532
2023
Q1
$63.1K Sell
782
-59
-7% -$4.76K 0.01% 528
2022
Q4
$62.9K Hold
841
0.01% 524
2022
Q3
$54K Buy
841
+34
+4% +$2.18K 0.01% 523
2022
Q2
$56K Sell
807
-80
-9% -$5.55K 0.01% 487
2022
Q1
$68K Buy
887
+162
+22% +$12.4K 0.01% 518
2021
Q4
$56K Buy
+725
New +$56K 0.01% 519