Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-83
Closed -$2.2K 2141
2025
Q1
$2.2K Sell
83
-1,217
-94% -$32.2K ﹤0.01% 1955
2024
Q4
$30.8K Sell
1,300
-48
-4% -$1.14K ﹤0.01% 1104
2024
Q3
$34.1K Sell
1,348
-52
-4% -$1.32K ﹤0.01% 1003
2024
Q2
$40K Buy
1,400
+1,231
+728% +$35.2K ﹤0.01% 871
2024
Q1
$4.57K Sell
169
-122
-42% -$3.3K ﹤0.01% 1391
2023
Q4
$9.21K Sell
291
-168
-37% -$5.32K ﹤0.01% 1310
2023
Q3
$15.1K Hold
459
﹤0.01% 1152
2023
Q2
$13.4K Sell
459
-453
-50% -$13.2K ﹤0.01% 1209
2023
Q1
$25.9K Buy
912
+453
+99% +$12.9K ﹤0.01% 1014
2022
Q4
$17K Sell
459
-258
-36% -$9.56K ﹤0.01% 1148
2022
Q3
$23K Buy
717
+2
+0.3% +$64 ﹤0.01% 1060
2022
Q2
$24K Sell
715
-462
-39% -$15.5K ﹤0.01% 1108
2022
Q1
$44K Sell
1,177
-31
-3% -$1.16K ﹤0.01% 1003
2021
Q4
$32K Buy
+1,208
New +$32K ﹤0.01% 1122