Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,111
Closed -$83.4K 1128
2025
Q1
$83.4K Sell
1,111
-494
-31% -$37.1K 0.01% 447
2024
Q4
$123K Sell
1,605
-541
-25% -$41.4K 0.01% 361
2024
Q3
$168K Sell
2,146
-53
-2% -$4.14K 0.02% 382
2024
Q2
$157K Hold
2,199
0.02% 363
2024
Q1
$179K Sell
2,199
-749
-25% -$60.8K 0.02% 348
2023
Q4
$216K Buy
2,948
+140
+5% +$10.2K 0.03% 293
2023
Q3
$185K Sell
2,808
-69
-2% -$4.56K 0.03% 291
2023
Q2
$213K Hold
2,877
0.03% 269
2023
Q1
$222K Hold
2,877
0.04% 257
2022
Q4
$220K Sell
2,877
-100
-3% -$7.65K 0.04% 249
2022
Q3
$211K Buy
2,977
+161
+6% +$11.4K 0.04% 240
2022
Q2
$239K Hold
2,816
0.05% 203
2022
Q1
$230K Buy
2,816
+2,569
+1,040% +$210K 0.04% 248
2021
Q4
$19K Buy
+247
New +$19K ﹤0.01% 731