Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-147
Closed -$33.3K 1114
2025
Q1
$33.3K Hold
147
﹤0.01% 645
2024
Q4
$30.2K Hold
147
﹤0.01% 701
2024
Q3
$35.7K Buy
147
+13
+10% +$3.15K ﹤0.01% 753
2024
Q2
$29.4K Hold
134
﹤0.01% 759
2024
Q1
$30.1K Buy
134
+71
+113% +$16K ﹤0.01% 770
2023
Q4
$13.9K Hold
63
﹤0.01% 911
2023
Q3
$13.8K Hold
63
﹤0.01% 863
2023
Q2
$14.2K Hold
63
﹤0.01% 855
2023
Q1
$11.9K Buy
63
+5
+9% +$946 ﹤0.01% 886
2022
Q4
$10.7K Sell
58
-157
-73% -$29K ﹤0.01% 883
2022
Q3
$36K Hold
215
0.01% 630
2022
Q2
$44K Sell
215
-20
-9% -$4.09K 0.01% 549
2022
Q1
$57K Sell
235
-62
-21% -$15K 0.01% 555
2021
Q4
$72K Buy
+297
New +$72K 0.02% 469