Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.79K Sell
280
-264
-49% -$6.4K ﹤0.01% 321
2025
Q1
$13.8K Buy
+544
New +$13.8K 0.01% 192
2024
Q4
Sell
-537
Closed -$15.5K 604
2024
Q3
$15.5K Hold
537
0.01% 187
2024
Q2
$15K Buy
537
+176
+49% +$4.92K 0.01% 185
2024
Q1
$10K Sell
361
-232
-39% -$6.44K 0.01% 225
2023
Q4
$17.1K Buy
593
+435
+275% +$12.5K 0.01% 142
2023
Q3
$5.24K Sell
158
-568
-78% -$18.8K ﹤0.01% 273
2023
Q2
$26.6K Buy
726
+243
+50% +$8.91K 0.02% 117
2023
Q1
$19.7K Sell
483
-594
-55% -$24.2K 0.01% 138
2022
Q4
$55.2K Buy
+1,077
New +$55.2K 0.04% 113
2021
Q4
Sell
-558
Closed -$24K 424
2021
Q3
$24K Buy
+558
New +$24K 0.02% 151