Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81K Buy
2,799
+18
+0.6% +$521 0.04% 102
2025
Q1
$78.6K Hold
2,781
0.04% 96
2024
Q4
$63.3K Hold
2,781
0.03% 107
2024
Q3
$61.2K Sell
2,781
-780
-22% -$17.2K 0.03% 111
2024
Q2
$68.1K Buy
3,561
+2,560
+256% +$48.9K 0.04% 107
2024
Q1
$17.6K Hold
1,001
0.01% 160
2023
Q4
$16.8K Sell
1,001
-165
-14% -$2.77K 0.01% 144
2023
Q3
$17.5K Buy
1,166
+1,001
+607% +$15K 0.01% 135
2023
Q2
$2.63K Sell
165
-965
-85% -$15.4K ﹤0.01% 397
2023
Q1
$21.8K Sell
1,130
-509
-31% -$9.8K 0.01% 134
2022
Q4
$30.2K Buy
+1,639
New +$30.2K 0.02% 143
2021
Q4
Sell
-5,949
Closed -$69K 492
2021
Q3
$69K Buy
+5,949
New +$69K 0.05% 94