Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-628
Closed -$2.46K 838
2025
Q1
$2.46K Sell
628
-5
-0.8% -$20 ﹤0.01% 1124
2024
Q4
$3.36K Hold
633
﹤0.01% 1102
2024
Q3
$4.49K Hold
633
﹤0.01% 1117
2024
Q2
$696 Sell
633
-191
-23% -$210 ﹤0.01% 1279
2024
Q1
$1.29K Sell
824
-1
-0.1% -$2 ﹤0.01% 1274
2023
Q4
$1.51K Sell
825
-386
-32% -$706 ﹤0.01% 1228
2023
Q3
$1.72K Sell
1,211
-1,972
-62% -$2.8K ﹤0.01% 1198
2023
Q2
$7.19K Hold
3,183
﹤0.01% 989
2023
Q1
$8.43K Buy
3,183
+597
+23% +$1.58K ﹤0.01% 946
2022
Q4
$13.5K Sell
2,586
-2,615
-50% -$13.7K ﹤0.01% 839
2022
Q3
$38K Buy
5,201
+208
+4% +$1.52K 0.01% 618
2022
Q2
$54K Buy
4,993
+20
+0.4% +$216 0.01% 498
2022
Q1
$56K Hold
4,973
0.01% 559
2021
Q4
$62K Buy
+4,973
New +$62K 0.01% 499