Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-360
Closed -$2.95K 808
2025
Q1
$2.95K Sell
360
-566
-61% -$4.63K ﹤0.01% 1099
2024
Q4
$13K Sell
926
-880
-49% -$12.4K ﹤0.01% 878
2024
Q3
$38.1K Hold
1,806
﹤0.01% 735
2024
Q2
$41.5K Sell
1,806
-30
-2% -$690 ﹤0.01% 683
2024
Q1
$53.5K Hold
1,836
0.01% 649
2023
Q4
$52.7K Sell
1,836
-431
-19% -$12.4K 0.01% 604
2023
Q3
$47.5K Buy
2,267
+223
+11% +$4.67K 0.01% 594
2023
Q2
$47.1K Hold
2,044
0.01% 608
2023
Q1
$47.6K Hold
2,044
0.01% 615
2022
Q4
$51.6K Sell
2,044
-2
-0.1% -$51 0.01% 577
2022
Q3
$51K Hold
2,046
0.01% 538
2022
Q2
$73K Sell
2,046
-195
-9% -$6.96K 0.02% 425
2022
Q1
$136K Buy
2,241
+1,667
+290% +$101K 0.03% 356
2021
Q4
$28K Buy
+574
New +$28K 0.01% 663