Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-438
Closed -$6.52K 3435
2025
Q1
$6.52K Sell
438
-1,062
-71% -$15.8K ﹤0.01% 2494
2024
Q4
$28.8K Hold
1,500
﹤0.01% 1869
2024
Q3
$32K Buy
1,500
+20
+1% +$426 ﹤0.01% 1815
2024
Q2
$28.8K Buy
1,480
+672
+83% +$13.1K ﹤0.01% 1783
2024
Q1
$12.3K Sell
808
-70
-8% -$1.06K ﹤0.01% 2219
2023
Q4
$17.9K Sell
878
-291
-25% -$5.92K ﹤0.01% 1966
2023
Q3
$20.8K Buy
1,169
+152
+15% +$2.71K ﹤0.01% 1828
2023
Q2
$16.9K Buy
1,017
+499
+96% +$8.31K ﹤0.01% 1972
2023
Q1
$9.55K Buy
518
+222
+75% +$4.09K ﹤0.01% 2233
2022
Q4
$6.44K Buy
296
+291
+5,820% +$6.33K ﹤0.01% 2337
2022
Q3
$0 Sell
5
-72
-94% ﹤0.01% 3382
2022
Q2
$2K Buy
77
+6
+8% +$156 ﹤0.01% 2816
2022
Q1
$3K Hold
71
﹤0.01% 2726
2021
Q4
$3K Hold
71
﹤0.01% 2630
2021
Q3
$3K Hold
71
﹤0.01% 2565
2021
Q2
$3K Hold
71
﹤0.01% 2495
2021
Q1
$3K Hold
71
﹤0.01% 2387
2020
Q4
$3K Hold
71
﹤0.01% 2188
2020
Q3
$2K Hold
71
﹤0.01% 2283
2020
Q2
$2K Buy
+71
New +$2K ﹤0.01% 2196