Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-279
Closed -$2.87K 968
2025
Q1
$2.87K Sell
279
-3,036
-92% -$31.3K ﹤0.01% 1103
2024
Q4
$42.1K Sell
3,315
-116
-3% -$1.47K ﹤0.01% 619
2024
Q3
$43.9K Hold
3,431
﹤0.01% 701
2024
Q2
$43.5K Sell
3,431
-149
-4% -$1.89K ﹤0.01% 668
2024
Q1
$81.2K Buy
3,580
+211
+6% +$4.78K 0.01% 541
2023
Q4
$83.7K Buy
3,369
+116
+4% +$2.88K 0.01% 497
2023
Q3
$55.7K Hold
3,253
0.01% 569
2023
Q2
$53.9K Hold
3,253
0.01% 578
2023
Q1
$57.1K Hold
3,253
0.01% 562
2022
Q4
$41.3K Buy
+3,253
New +$41.3K 0.01% 628