Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29K Sell
421
-66
-14% -$4.55K ﹤0.01% 1094
2025
Q1
$31K Sell
487
-14
-3% -$891 ﹤0.01% 1082
2024
Q4
$53K Sell
501
-139
-22% -$14.7K ﹤0.01% 1023
2024
Q3
$65K Buy
640
+118
+23% +$12K ﹤0.01% 958
2024
Q2
$55K Sell
522
-135
-21% -$14.2K ﹤0.01% 955
2024
Q1
$92K Buy
657
+216
+49% +$30.2K ﹤0.01% 910
2023
Q4
$54K Buy
441
+188
+74% +$23K ﹤0.01% 961
2023
Q3
$19K Buy
253
+7
+3% +$526 ﹤0.01% 1099
2023
Q2
$21K Buy
246
+74
+43% +$6.32K ﹤0.01% 1085
2023
Q1
$15K Buy
172
+15
+10% +$1.31K ﹤0.01% 1071
2022
Q4
$11K Buy
157
+119
+313% +$8.34K ﹤0.01% 1120
2022
Q3
$2K Sell
38
-1
-3% -$53 ﹤0.01% 1167
2022
Q2
$2K Sell
39
-26
-40% -$1.33K ﹤0.01% 1164
2022
Q1
$5K Hold
65
﹤0.01% 1136
2021
Q4
$7K Buy
65
+61
+1,525% +$6.57K ﹤0.01% 1098
2021
Q3
$0 Buy
+4
New ﹤0.01% 1358