Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Hold
95
﹤0.01% 1056
2025
Q1
$14.9K Sell
95
-15
-14% -$2.36K ﹤0.01% 1032
2024
Q4
$19.3K Sell
110
-42
-28% -$7.36K ﹤0.01% 973
2024
Q3
$31.9K Sell
152
-413
-73% -$86.6K ﹤0.01% 867
2024
Q2
$100K Sell
565
-152
-21% -$26.9K ﹤0.01% 658
2024
Q1
$170K Sell
717
-25
-3% -$5.94K ﹤0.01% 592
2023
Q4
$144K Sell
742
-42
-5% -$8.17K ﹤0.01% 602
2023
Q3
$147K Buy
784
+48
+7% +$9.03K ﹤0.01% 595
2023
Q2
$134K Sell
736
-80
-10% -$14.6K ﹤0.01% 610
2023
Q1
$150K Buy
816
+469
+135% +$86.2K ﹤0.01% 592
2022
Q4
$56.8K Buy
347
+262
+308% +$42.9K ﹤0.01% 747
2022
Q3
$11K Hold
85
﹤0.01% 1032
2022
Q2
$13K Hold
85
﹤0.01% 1011
2022
Q1
$15K Buy
+85
New +$15K ﹤0.01% 1018
2020
Q2
Sell
-780
Closed -$82K 1170
2020
Q1
$82K Buy
+780
New +$82K 0.01% 544