Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-267
Closed -$5.23K 2471
2025
Q1
$5.23K Sell
267
-76
-22% -$1.49K ﹤0.01% 2045
2024
Q4
$5.38K Buy
343
+76
+28% +$1.19K ﹤0.01% 2025
2024
Q3
$4.85K Sell
267
-800
-75% -$14.5K ﹤0.01% 1834
2024
Q2
$18.3K Hold
1,067
﹤0.01% 1466
2024
Q1
$17.6K Buy
1,067
+120
+13% +$1.98K ﹤0.01% 1560
2023
Q4
$13.2K Buy
947
+122
+15% +$1.71K ﹤0.01% 1664
2023
Q3
$10.9K Buy
825
+680
+469% +$8.96K ﹤0.01% 1706
2023
Q2
$1.95K Sell
145
-57
-28% -$768 ﹤0.01% 2201
2023
Q1
$2.4K Hold
202
﹤0.01% 2226
2022
Q4
$2K Buy
+202
New +$2K ﹤0.01% 2058
2022
Q3
Sell
-3,232
Closed -$32K 2383
2022
Q2
$32K Buy
3,232
+1,711
+112% +$16.9K ﹤0.01% 1478
2022
Q1
$16K Sell
1,521
-333
-18% -$3.5K ﹤0.01% 1888
2021
Q4
$26K Buy
+1,854
New +$26K ﹤0.01% 2022
2021
Q2
Sell
-436
Closed -$5K 2763
2021
Q1
$5K Buy
+436
New +$5K ﹤0.01% 2635