Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-637
Closed -$63.2K 949
2025
Q1
$63.2K Buy
637
+140
+28% +$13.9K 0.01% 504
2024
Q4
$49.9K Buy
497
+36
+8% +$3.61K 0.01% 580
2024
Q3
$42K Hold
461
﹤0.01% 710
2024
Q2
$37.6K Hold
461
﹤0.01% 704
2024
Q1
$37K Hold
461
﹤0.01% 725
2023
Q4
$32.4K Buy
461
+24
+5% +$1.69K ﹤0.01% 726
2023
Q3
$27.7K Buy
437
+216
+98% +$13.7K ﹤0.01% 722
2023
Q2
$13.6K Buy
221
+108
+96% +$6.67K ﹤0.01% 865
2023
Q1
$7.18K Sell
113
-91
-45% -$5.78K ﹤0.01% 975
2022
Q4
$13.4K Sell
204
-217
-52% -$14.3K ﹤0.01% 840
2022
Q3
$22K Buy
421
+3
+0.7% +$157 ﹤0.01% 719
2022
Q2
$23K Buy
418
+99
+31% +$5.45K ﹤0.01% 688
2022
Q1
$23K Sell
319
-95
-23% -$6.85K ﹤0.01% 762
2021
Q4
$24K Buy
+414
New +$24K 0.01% 692