Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-694
Closed -$44.1K 352
2025
Q1
$44.1K Hold
694
﹤0.01% 209
2024
Q4
$52.5K Hold
694
﹤0.01% 210
2024
Q3
$61.4K Buy
694
+693
+69,300% +$61.3K ﹤0.01% 207
2024
Q2
$45 Buy
+1
New +$45 ﹤0.01% 370
2023
Q3
Sell
-1,767
Closed -$195K 390
2023
Q2
$195K Sell
1,767
-117
-6% -$12.9K 0.02% 164
2023
Q1
$231K Buy
1,884
+112
+6% +$13.7K 0.02% 159
2022
Q4
$207K Buy
1,772
+113
+7% +$13.2K 0.02% 165
2022
Q3
$138K Hold
1,659
0.01% 191
2022
Q2
$170K Sell
1,659
-457
-22% -$46.8K 0.02% 199
2022
Q1
$285K Buy
2,116
+190
+10% +$25.6K 0.02% 163
2021
Q4
$321K Buy
1,926
+158
+9% +$26.3K 0.03% 165
2021
Q3
$257K Buy
1,768
+134
+8% +$19.5K 0.02% 167
2021
Q2
$252K Buy
+1,634
New +$252K 0.02% 165