Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-706
Closed -$76K 1283
2025
Q1
$76K Sell
706
-23
-3% -$2.47K 0.01% 466
2024
Q4
$95.6K Hold
729
0.01% 422
2024
Q3
$79.5K Hold
729
0.01% 560
2024
Q2
$77.4K Hold
729
0.01% 524
2024
Q1
$89K Hold
729
0.01% 515
2023
Q4
$63.9K Buy
729
+183
+34% +$16K 0.01% 558
2023
Q3
$40.8K Hold
546
0.01% 636
2023
Q2
$32.2K Buy
546
+40
+8% +$2.36K 0.01% 696
2023
Q1
$16.1K Buy
506
+273
+117% +$8.71K ﹤0.01% 822
2022
Q4
$7.76K Sell
233
-533
-70% -$17.7K ﹤0.01% 937
2022
Q3
$20K Sell
766
-143
-16% -$3.73K ﹤0.01% 743
2022
Q2
$26K Sell
909
-12
-1% -$343 0.01% 669
2022
Q1
$40K Sell
921
-2,211
-71% -$96K 0.01% 651
2021
Q4
$144K Buy
+3,132
New +$144K 0.03% 336