Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-281
Closed -$49.5K 764
2025
Q1
$49.5K Buy
281
+53
+23% +$9.34K 0.01% 565
2024
Q4
$44.8K Buy
228
+25
+12% +$4.91K ﹤0.01% 607
2024
Q3
$48.1K Hold
203
﹤0.01% 675
2024
Q2
$42.9K Hold
203
﹤0.01% 671
2024
Q1
$51.3K Buy
203
+19
+10% +$4.81K 0.01% 658
2023
Q4
$42.6K Sell
184
-13
-7% -$3.01K 0.01% 659
2023
Q3
$38.8K Buy
197
+23
+13% +$4.53K 0.01% 643
2023
Q2
$39.1K Hold
174
0.01% 646
2023
Q1
$34.5K Hold
174
0.01% 680
2022
Q4
$35.7K Sell
174
-25
-13% -$5.12K 0.01% 659
2022
Q3
$36K Buy
199
+29
+17% +$5.25K 0.01% 627
2022
Q2
$37K Buy
170
+25
+17% +$5.44K 0.01% 594
2022
Q1
$34K Buy
145
+106
+272% +$24.9K 0.01% 687
2021
Q4
$11K Buy
+39
New +$11K ﹤0.01% 807