Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.9K Sell
7,288
-91
-1% -$823 0.03% 176
2025
Q1
$47.4K Hold
7,379
0.03% 151
2024
Q4
$70.2K Hold
7,379
0.04% 142
2024
Q3
$60.3K Hold
7,379
0.03% 146
2024
Q2
$99.8K Hold
7,379
0.07% 127
2024
Q1
$51.7K Hold
7,379
0.04% 141
2023
Q4
$80.8K Hold
7,379
0.06% 127
2023
Q3
$81K Sell
7,379
-2,916
-28% -$32K 0.07% 126
2023
Q2
$163K Hold
10,295
0.14% 92
2023
Q1
$134K Sell
10,295
-6,377
-38% -$83.2K 0.12% 101
2022
Q4
$181K Sell
16,672
-29,146
-64% -$317K 0.15% 96
2022
Q3
$735K Buy
+45,818
New +$735K 0.65% 35
2022
Q2
Sell
-371
Closed -$5K 360
2022
Q1
$5K Sell
371
-988
-73% -$13.3K ﹤0.01% 327
2021
Q4
$32K Buy
+1,359
New +$32K 0.02% 248