Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-287
Closed -$18.8K 1158
2025
Q1
$18.8K Sell
287
-46
-14% -$3.02K ﹤0.01% 777
2024
Q4
$23.5K Buy
333
+8
+2% +$565 ﹤0.01% 758
2024
Q3
$20.2K Sell
325
-74
-19% -$4.6K ﹤0.01% 885
2024
Q2
$22.3K Hold
399
﹤0.01% 818
2024
Q1
$25.7K Buy
399
+19
+5% +$1.22K ﹤0.01% 817
2023
Q4
$20.2K Sell
380
-11
-3% -$585 ﹤0.01% 836
2023
Q3
$21.1K Sell
391
-21
-5% -$1.13K ﹤0.01% 780
2023
Q2
$21.8K Hold
412
﹤0.01% 773
2023
Q1
$21.6K Sell
412
-49
-11% -$2.57K ﹤0.01% 769
2022
Q4
$23.3K Sell
461
-72
-14% -$3.64K ﹤0.01% 740
2022
Q3
$29K Buy
533
+140
+36% +$7.62K 0.01% 671
2022
Q2
$23K Buy
393
+67
+21% +$3.92K ﹤0.01% 692
2022
Q1
$24K Sell
326
-178
-35% -$13.1K ﹤0.01% 757
2021
Q4
$44K Buy
+504
New +$44K 0.01% 583