Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-170
Closed -$12.3K 1014
2025
Q1
$12.3K Hold
170
﹤0.01% 867
2024
Q4
$11.9K Sell
170
-288
-63% -$20.1K ﹤0.01% 900
2024
Q3
$47.3K Hold
458
﹤0.01% 677
2024
Q2
$53.1K Sell
458
-58
-11% -$6.73K 0.01% 630
2024
Q1
$59.3K Hold
516
0.01% 624
2023
Q4
$58.1K Sell
516
-126
-20% -$14.2K 0.01% 587
2023
Q3
$61.3K Sell
642
-97
-13% -$9.26K 0.01% 538
2023
Q2
$75.4K Hold
739
0.01% 492
2023
Q1
$75K Hold
739
0.01% 482
2022
Q4
$67K Buy
739
+208
+39% +$18.9K 0.01% 499
2022
Q3
$42K Sell
531
-9
-2% -$712 0.01% 584
2022
Q2
$51K Sell
540
-89
-14% -$8.41K 0.01% 511
2022
Q1
$78K Sell
629
-1,080
-63% -$134K 0.01% 470
2021
Q4
$267K Buy
+1,709
New +$267K 0.06% 236