Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Sell
72
-5
-6% -$1.81K ﹤0.01% 579
2025
Q1
$31K Sell
77
-6
-7% -$2.42K ﹤0.01% 543
2024
Q4
$30K Buy
83
+11
+15% +$3.98K ﹤0.01% 547
2024
Q3
$25K Buy
72
+1
+1% +$347 ﹤0.01% 574
2024
Q2
$21K Sell
71
-8
-10% -$2.37K ﹤0.01% 585
2024
Q1
$26K Buy
79
+20
+34% +$6.58K ﹤0.01% 543
2023
Q4
$17K Sell
59
-6
-9% -$1.73K ﹤0.01% 584
2023
Q3
$21K Hold
65
﹤0.01% 543
2023
Q2
$22K Buy
65
+41
+171% +$13.9K ﹤0.01% 550
2023
Q1
$8K Sell
24
-42
-64% -$14K ﹤0.01% 586
2022
Q4
$8K Buy
66
+48
+267% +$5.82K ﹤0.01% 584
2022
Q3
$5K Buy
18
+1
+6% +$278 ﹤0.01% 617
2022
Q2
$5K Buy
17
+15
+750% +$4.41K ﹤0.01% 565
2022
Q1
$1K Sell
2
-1
-33% -$500 ﹤0.01% 670
2021
Q4
$1K Buy
+3
New +$1K ﹤0.01% 612