Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,050
Closed -$13.1K 1038
2025
Q1
$13.1K Hold
1,050
﹤0.01% 858
2024
Q4
$14K Sell
1,050
-111
-10% -$1.48K ﹤0.01% 868
2024
Q3
$13.1K Sell
1,161
-788
-40% -$8.92K ﹤0.01% 967
2024
Q2
$26.2K Buy
1,949
+831
+74% +$11.2K ﹤0.01% 785
2024
Q1
$12.2K Sell
1,118
-372
-25% -$4.07K ﹤0.01% 977
2023
Q4
$35K Sell
1,490
-1,250
-46% -$29.3K ﹤0.01% 700
2023
Q3
$66.5K Sell
2,740
-171
-6% -$4.15K 0.01% 516
2023
Q2
$48.5K Sell
2,911
-338
-10% -$5.63K 0.01% 603
2023
Q1
$50.3K Buy
3,249
+816
+34% +$12.6K 0.01% 599
2022
Q4
$44.8K Buy
2,433
+2,078
+585% +$38.3K 0.01% 609
2022
Q3
$12K Buy
355
+332
+1,443% +$11.2K ﹤0.01% 837
2022
Q2
$1K Hold
23
﹤0.01% 1124
2022
Q1
$1K Buy
+23
New +$1K ﹤0.01% 1215