Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20
Closed -$1.48K 1295
2025
Q1
$1.48K Hold
20
﹤0.01% 1172
2024
Q4
$1.63K Sell
20
-14
-41% -$1.14K ﹤0.01% 1194
2024
Q3
$2.37K Hold
34
﹤0.01% 1206
2024
Q2
$2.01K Hold
34
﹤0.01% 1214
2024
Q1
$2.22K Sell
34
-9
-21% -$588 ﹤0.01% 1215
2023
Q4
$3.09K Sell
43
-83
-66% -$5.97K ﹤0.01% 1150
2023
Q3
$8.78K Sell
126
-35
-22% -$2.44K ﹤0.01% 958
2023
Q2
$10.9K Hold
161
﹤0.01% 918
2023
Q1
$11.9K Sell
161
-165
-51% -$12.2K ﹤0.01% 889
2022
Q4
$22.1K Buy
326
+221
+210% +$15K ﹤0.01% 750
2022
Q3
$8K Sell
105
-1
-0.9% -$76 ﹤0.01% 916
2022
Q2
$11K Sell
106
-32
-23% -$3.32K ﹤0.01% 817
2022
Q1
$16K Sell
138
-831
-86% -$96.3K ﹤0.01% 838
2021
Q4
$178K Buy
+969
New +$178K 0.04% 303