Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12K Hold
9
﹤0.01% 828
2025
Q1
$882 Hold
9
﹤0.01% 866
2024
Q4
$973 Buy
9
+1
+13% +$108 ﹤0.01% 822
2024
Q3
$522 Sell
8
-30
-79% -$1.96K ﹤0.01% 915
2024
Q2
$2.16K Sell
38
-20
-34% -$1.14K ﹤0.01% 532
2024
Q1
$3.55K Hold
58
﹤0.01% 442
2023
Q4
$4.4K Hold
58
﹤0.01% 398
2023
Q3
$3.4K Sell
58
-531
-90% -$31.1K ﹤0.01% 483
2023
Q2
$37.5K Sell
589
-22
-4% -$1.4K 0.03% 217
2023
Q1
$40.7K Hold
611
0.03% 202
2022
Q4
$29.9K Sell
611
-55
-8% -$2.69K 0.03% 233
2022
Q3
$46K Sell
666
-122
-15% -$8.43K 0.04% 249
2022
Q2
$66K Hold
788
0.05% 216
2022
Q1
$130K Sell
788
-1,256
-61% -$207K 0.09% 156
2021
Q4
$538K Sell
2,044
-93
-4% -$24.5K 0.35% 68
2021
Q3
$682K Sell
2,137
-21
-1% -$6.7K 0.48% 54
2021
Q2
$851K Buy
2,158
+1,350
+167% +$532K 0.61% 46
2021
Q1
$275K Sell
808
-3
-0.4% -$1.02K 0.21% 95
2020
Q4
$275K Buy
+811
New +$275K 0.23% 94