Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61K Sell
206
-1,500
-88% -$33.6K ﹤0.01% 316
2025
Q1
$38.7K Hold
1,706
0.02% 210
2024
Q4
$34.2K Hold
1,706
0.02% 211
2024
Q3
$40K Sell
1,706
-6,586
-79% -$155K 0.02% 211
2024
Q2
$257K Sell
8,292
-154
-2% -$4.77K 0.13% 110
2024
Q1
$373K Sell
8,446
-433
-5% -$19.1K 0.19% 99
2023
Q4
$446K Sell
8,879
-701
-7% -$35.2K 0.27% 82
2023
Q3
$341K Sell
9,580
-35
-0.4% -$1.24K 0.24% 92
2023
Q2
$322K Sell
9,615
-6,399
-40% -$214K 0.22% 94
2023
Q1
$523K Sell
16,014
-7,890
-33% -$258K 0.34% 74
2022
Q4
$632K Buy
+23,904
New +$632K 0.36% 76