Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-306
Closed -$19.8K 1009
2025
Q1
$19.8K Sell
306
-13
-4% -$840 ﹤0.01% 763
2024
Q4
$33.7K Sell
319
-7,313
-96% -$773K ﹤0.01% 679
2024
Q3
$770K Hold
7,632
0.08% 134
2024
Q2
$808K Buy
7,632
+34
+0.4% +$3.6K 0.09% 118
2024
Q1
$1.07M Hold
7,598
0.12% 98
2023
Q4
$928K Sell
7,598
-27
-0.4% -$3.3K 0.12% 99
2023
Q3
$583K Hold
7,625
0.09% 128
2023
Q2
$648K Sell
7,625
-3,400
-31% -$289K 0.1% 124
2023
Q1
$951K Hold
11,025
0.16% 79
2022
Q4
$778K Sell
11,025
-24
-0.2% -$1.69K 0.14% 92
2022
Q3
$495K Buy
11,049
+7,380
+201% +$331K 0.1% 122
2022
Q2
$209K Hold
3,669
0.04% 223
2022
Q1
$281K Buy
3,669
+3,424
+1,398% +$262K 0.05% 221
2021
Q4
$26K Buy
+245
New +$26K 0.01% 678