Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.9K Hold
1,554
﹤0.01% 3232
2025
Q1
$28.7K Sell
1,554
-287
-16% -$5.31K ﹤0.01% 3000
2024
Q4
$30.3K Buy
+1,841
New +$30.3K ﹤0.01% 2973
2023
Q3
Sell
-1,137
Closed -$10.4K 3963
2023
Q2
$10.4K Hold
1,137
﹤0.01% 3216
2023
Q1
$10.7K Buy
1,137
+104
+10% +$983 ﹤0.01% 3244
2022
Q4
$10.3K Hold
1,033
﹤0.01% 3276
2022
Q3
$12K Hold
1,033
﹤0.01% 3286
2022
Q2
$8K Buy
1,033
+33
+3% +$256 ﹤0.01% 3395
2022
Q1
$8K Sell
1,000
-3,071
-75% -$24.6K ﹤0.01% 3420
2021
Q4
$38K Buy
4,071
+3,071
+307% +$28.7K ﹤0.01% 2774
2021
Q3
$16K Sell
1,000
-43
-4% -$688 ﹤0.01% 3211
2021
Q2
$23K Buy
1,043
+1,000
+2,326% +$22.1K ﹤0.01% 3042
2021
Q1
$1K Buy
+43
New +$1K ﹤0.01% 3733