Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.2K Hold
87
0.01% 187
2025
Q1
$12.8K Buy
+87
New +$12.8K 0.01% 182
2023
Q2
Sell
-513
Closed -$45K 194
2023
Q1
$45K Hold
513
0.03% 138
2022
Q4
$51K Hold
513
0.04% 130
2022
Q3
$47K Sell
513
-1,286
-71% -$118K 0.04% 123
2022
Q2
$195K Buy
1,799
+30
+2% +$3.25K 0.13% 82
2022
Q1
$220K Buy
1,769
+150
+9% +$18.7K 0.13% 84
2021
Q4
$241K Hold
1,619
0.14% 81
2021
Q3
$238K Hold
1,619
0.15% 78
2021
Q2
$269K Hold
1,619
0.16% 73
2021
Q1
$261K Buy
1,619
+1,130
+231% +$182K 0.17% 79
2020
Q4
$71K Buy
+489
New +$71K 0.05% 125