Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,238
Closed -$997 4298
2024
Q4
$997 Sell
1,238
-400
-24% -$322 ﹤0.01% 3951
2024
Q3
$1.63K Sell
1,638
-1,888
-54% -$1.87K ﹤0.01% 3811
2024
Q2
$5.47K Buy
+3,526
New +$5.47K ﹤0.01% 3470
2023
Q2
Sell
-2,833
Closed -$2.42K 4042
2023
Q1
$2.42K Buy
2,833
+285
+11% +$243 ﹤0.01% 3690
2022
Q4
$3.31K Buy
2,548
+914
+56% +$1.19K ﹤0.01% 3626
2022
Q3
$3K Sell
1,634
-1,679
-51% -$3.08K ﹤0.01% 3723
2022
Q2
$8K Sell
3,313
-1,203
-27% -$2.91K ﹤0.01% 3417
2022
Q1
$15K Buy
4,516
+1,679
+59% +$5.58K ﹤0.01% 3209
2021
Q4
$13K Buy
2,837
+1,802
+174% +$8.26K ﹤0.01% 3305
2021
Q3
$7K Buy
+1,035
New +$7K ﹤0.01% 3529