Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$1.31K 970
2025
Q1
$1.31K Sell
6
-90
-94% -$19.7K ﹤0.01% 1186
2024
Q4
$19.7K Buy
96
+60
+167% +$12.3K ﹤0.01% 795
2024
Q3
$6K Hold
36
﹤0.01% 1073
2024
Q2
$5.15K Buy
36
+13
+57% +$1.86K ﹤0.01% 1082
2024
Q1
$4.58K Sell
23
-39
-63% -$7.76K ﹤0.01% 1133
2023
Q4
$12.9K Buy
62
+6
+11% +$1.25K ﹤0.01% 925
2023
Q3
$14.6K Hold
56
﹤0.01% 850
2023
Q2
$18K Hold
56
﹤0.01% 810
2023
Q1
$17K Hold
56
﹤0.01% 810
2022
Q4
$17.4K Hold
56
﹤0.01% 792
2022
Q3
$18K Sell
56
-5
-8% -$1.61K ﹤0.01% 759
2022
Q2
$17K Hold
61
﹤0.01% 740
2022
Q1
$21K Sell
61
-5
-8% -$1.72K ﹤0.01% 782
2021
Q4
$27K Buy
+66
New +$27K 0.01% 670