Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$7.59K 2589
2025
Q1
$7.59K Sell
200
-16
-7% -$607 ﹤0.01% 1928
2024
Q4
$11.1K Hold
216
﹤0.01% 1808
2024
Q3
$11.1K Sell
216
-374
-63% -$19.1K ﹤0.01% 1600
2024
Q2
$27K Sell
590
-265
-31% -$12.1K ﹤0.01% 1331
2024
Q1
$40.5K Hold
855
﹤0.01% 1287
2023
Q4
$39.4K Sell
855
-90
-10% -$4.15K ﹤0.01% 1287
2023
Q3
$42.1K Sell
945
-11
-1% -$490 ﹤0.01% 1223
2023
Q2
$50K Sell
956
-50
-5% -$2.61K ﹤0.01% 1194
2023
Q1
$59.9K Buy
1,006
+192
+24% +$11.4K ﹤0.01% 1127
2022
Q4
$40K Buy
814
+141
+21% +$6.93K ﹤0.01% 1070
2022
Q3
$28K Sell
673
-534
-44% -$22.2K ﹤0.01% 1192
2022
Q2
$61K Sell
1,207
-245
-17% -$12.4K ﹤0.01% 1215
2022
Q1
$95K Sell
1,452
-155
-10% -$10.1K ﹤0.01% 1182
2021
Q4
$121K Buy
1,607
+627
+64% +$47.2K ﹤0.01% 1318
2021
Q3
$66K Hold
980
﹤0.01% 1364
2021
Q2
$66K Sell
980
-173
-15% -$11.7K ﹤0.01% 1367
2021
Q1
$74K Buy
+1,153
New +$74K ﹤0.01% 1534