Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1K Sell
4,262
-585
-12% -$1.66K ﹤0.01% 2265
2025
Q1
$14.8K Hold
4,847
﹤0.01% 2194
2024
Q4
$18.5K Hold
4,847
﹤0.01% 2090
2024
Q3
$22.1K Sell
4,847
-886
-15% -$4.03K ﹤0.01% 1984
2024
Q2
$21.7K Sell
5,733
-985
-15% -$3.72K ﹤0.01% 1922
2024
Q1
$15.3K Buy
6,718
+2,696
+67% +$6.15K ﹤0.01% 2124
2023
Q4
$12.7K Buy
+4,022
New +$12.7K ﹤0.01% 2141
2023
Q3
Sell
-185
Closed -$1.65K 3309
2023
Q2
$1.65K Sell
185
-438
-70% -$3.9K ﹤0.01% 2859
2023
Q1
$5.61K Buy
623
+47
+8% +$423 ﹤0.01% 2467
2022
Q4
$5.46K Buy
576
+367
+176% +$3.48K ﹤0.01% 2436
2022
Q3
$2K Buy
+209
New +$2K ﹤0.01% 2856
2022
Q2
Sell
-79
Closed -$2K 3358
2022
Q1
$2K Hold
79
﹤0.01% 2867
2021
Q4
$2K Buy
+79
New +$2K ﹤0.01% 2807