Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
1,312
﹤0.01% 2649
2025
Q1
$9K Hold
1,312
﹤0.01% 2421
2024
Q4
$18K Hold
1,312
﹤0.01% 2151
2024
Q3
$16K Hold
1,312
﹤0.01% 2222
2024
Q2
$13K Buy
1,312
+207
+19% +$2.05K ﹤0.01% 2299
2024
Q1
$7K Sell
1,105
-3,162
-74% -$20K ﹤0.01% 2577
2023
Q4
$33K Sell
4,267
-329
-7% -$2.54K ﹤0.01% 2416
2023
Q3
$35K Hold
4,596
﹤0.01% 2395
2023
Q2
$50K Buy
4,596
+154
+3% +$1.68K ﹤0.01% 2325
2023
Q1
$42K Sell
4,442
-667
-13% -$6.31K ﹤0.01% 2367
2022
Q4
$56K Hold
5,109
﹤0.01% 2371
2022
Q3
$103K Buy
5,109
+79
+2% +$1.59K ﹤0.01% 2133
2022
Q2
$112K Buy
5,030
+654
+15% +$14.6K ﹤0.01% 2123
2022
Q1
$75K Buy
+4,376
New +$75K ﹤0.01% 2304