Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.8K Sell
1,139
-231
-17% -$7.27K ﹤0.01% 1534
2025
Q1
$48K Buy
1,370
+34
+3% +$1.19K ﹤0.01% 1381
2024
Q4
$56.8K Sell
1,336
-755
-36% -$32.1K ﹤0.01% 1241
2024
Q3
$42.1K Buy
2,091
+771
+58% +$15.5K ﹤0.01% 1639
2024
Q2
$26.1K Buy
+1,320
New +$26.1K ﹤0.01% 1542
2024
Q1
Sell
-33
Closed 2749
2023
Q4
$0 Buy
+33
New ﹤0.01% 2716
2023
Q3
Sell
-52
Closed -$1K 2323
2023
Q2
$1K Buy
+52
New +$1K ﹤0.01% 1962
2023
Q1
Sell
-117
Closed -$1K 2672
2022
Q4
$1K Buy
117
+24
+26% +$205 ﹤0.01% 2165
2022
Q3
$0 Buy
+93
New ﹤0.01% 2361