Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-650
Closed -$93.5K 1017
2025
Q1
$93.5K Sell
650
-95
-13% -$13.7K 0.01% 414
2024
Q4
$117K Hold
745
0.01% 371
2024
Q3
$109K Hold
745
0.01% 481
2024
Q2
$92.2K Buy
745
+1
+0.1% +$124 0.01% 482
2024
Q1
$89.5K Sell
744
-1
-0.1% -$120 0.01% 511
2023
Q4
$85.7K Buy
745
+112
+18% +$12.9K 0.01% 490
2023
Q3
$67.7K Sell
633
-16
-2% -$1.71K 0.01% 509
2023
Q2
$55K Buy
649
+115
+22% +$9.75K 0.01% 570
2023
Q1
$47.6K Buy
534
+108
+25% +$9.63K 0.01% 614
2022
Q4
$35.7K Sell
426
-199
-32% -$16.7K 0.01% 660
2022
Q3
$47K Sell
625
-37
-6% -$2.78K 0.01% 560
2022
Q2
$47K Sell
662
-313
-32% -$22.2K 0.01% 534
2022
Q1
$77K Sell
975
-1,619
-62% -$128K 0.01% 478
2021
Q4
$214K Buy
+2,594
New +$214K 0.05% 277