Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-146
Closed -$38.3K 997
2025
Q1
$38.3K Sell
146
-5
-3% -$1.31K ﹤0.01% 624
2024
Q4
$39.4K Buy
151
+13
+9% +$3.39K ﹤0.01% 637
2024
Q3
$32.1K Hold
138
﹤0.01% 775
2024
Q2
$27.8K Sell
138
-14
-9% -$2.83K ﹤0.01% 770
2024
Q1
$26.1K Sell
152
-8
-5% -$1.37K ﹤0.01% 813
2023
Q4
$34.7K Sell
160
-14
-8% -$3.04K ﹤0.01% 703
2023
Q3
$27.8K Buy
174
+52
+43% +$8.29K ﹤0.01% 721
2023
Q2
$35.2K Hold
122
0.01% 680
2023
Q1
$38.9K Buy
122
+9
+8% +$2.87K 0.01% 649
2022
Q4
$33.3K Sell
113
-2
-2% -$589 0.01% 669
2022
Q3
$26K Hold
115
0.01% 693
2022
Q2
$25K Hold
115
0.01% 676
2022
Q1
$31K Buy
115
+87
+311% +$23.5K 0.01% 714
2021
Q4
$7K Buy
+28
New +$7K ﹤0.01% 874