Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-175
Closed -$10.4K 991
2025
Q1
$10.4K Hold
175
0.01% 403
2024
Q4
$10.6K Sell
175
-330
-65% -$20K 0.01% 416
2024
Q3
$36.4K Buy
505
+155
+44% +$11.2K 0.02% 225
2024
Q2
$24.6K Sell
350
-50
-13% -$3.52K 0.02% 220
2024
Q1
$31.9K Hold
400
0.03% 185
2023
Q4
$35.9K Sell
400
-105
-21% -$9.42K 0.03% 170
2023
Q3
$49.8K Hold
505
0.04% 179
2023
Q2
$51.6K Sell
505
-5
-1% -$510 0.04% 187
2023
Q1
$57.2K Buy
510
+5
+1% +$561 0.05% 177
2022
Q4
$47K Sell
505
-133
-21% -$12.4K 0.04% 187
2022
Q3
$49K Sell
638
-2
-0.3% -$154 0.04% 237
2022
Q2
$57K Hold
640
0.04% 231
2022
Q1
$77K Buy
640
+500
+357% +$60.2K 0.05% 215
2021
Q4
$23K Sell
140
-30
-18% -$4.93K 0.01% 404
2021
Q3
$25K Buy
170
+27
+19% +$3.97K 0.02% 378
2021
Q2
$22K Buy
143
+14
+11% +$2.15K 0.02% 385
2021
Q1
$18K Sell
129
-35
-21% -$4.88K 0.01% 403
2020
Q4
$21K Buy
+164
New +$21K 0.02% 367