Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.2K Sell
226
-62
-22% -$20.9K ﹤0.01% 1172
2025
Q1
$60.2K Buy
288
+44
+18% +$9.2K ﹤0.01% 1241
2024
Q4
$49.6K Sell
244
-615
-72% -$125K ﹤0.01% 1303
2024
Q3
$111K Buy
859
+38
+5% +$4.89K ﹤0.01% 1166
2024
Q2
$72.2K Buy
+821
New +$72.2K ﹤0.01% 1103
2024
Q1
Sell
-546
Closed -$23K 2297
2023
Q4
$23K Buy
+546
New +$23K ﹤0.01% 1220
2023
Q3
Sell
-19
Closed 2085
2023
Q2
$0 Sell
19
-7
-27% ﹤0.01% 2109
2023
Q1
$0 Sell
26
-27
-51% ﹤0.01% 2365
2022
Q4
$1K Buy
53
+13
+33% +$245 ﹤0.01% 2036
2022
Q3
$1K Buy
+40
New +$1K ﹤0.01% 1904