Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-767
Closed -$38.7K 2522
2025
Q1
$38.7K Sell
767
-50
-6% -$2.52K ﹤0.01% 1375
2024
Q4
$37.1K Buy
817
+20
+3% +$908 ﹤0.01% 1405
2024
Q3
$37.8K Sell
797
-45
-5% -$2.14K ﹤0.01% 1220
2024
Q2
$38.6K Sell
842
-87
-9% -$3.99K ﹤0.01% 1212
2024
Q1
$40.2K Hold
929
﹤0.01% 1291
2023
Q4
$38.8K Buy
929
+75
+9% +$3.13K ﹤0.01% 1291
2023
Q3
$28.8K Hold
854
﹤0.01% 1369
2023
Q2
$28.5K Sell
854
-35
-4% -$1.17K ﹤0.01% 1438
2023
Q1
$28.8K Buy
+889
New +$28.8K ﹤0.01% 1446
2022
Q3
Sell
-992
Closed -$27K 2521
2022
Q2
$27K Sell
992
-1,005
-50% -$27.4K ﹤0.01% 1543
2022
Q1
$62K Sell
1,997
-391
-16% -$12.1K ﹤0.01% 1365
2021
Q4
$78K Buy
2,388
+120
+5% +$3.92K ﹤0.01% 1517
2021
Q3
$65K Hold
2,268
﹤0.01% 1369
2021
Q2
$60K Sell
2,268
-393
-15% -$10.4K ﹤0.01% 1404
2021
Q1
$67K Buy
+2,661
New +$67K ﹤0.01% 1575