Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Sell
121
-3
-2% -$446 ﹤0.01% 1162
2025
Q1
$19K Sell
124
-6
-5% -$919 ﹤0.01% 1159
2024
Q4
$23K Buy
130
+30
+30% +$5.31K ﹤0.01% 1138
2024
Q3
$21K Buy
100
+27
+37% +$5.67K ﹤0.01% 1105
2024
Q2
$13K Sell
73
-9
-11% -$1.6K ﹤0.01% 1125
2024
Q1
$19K Buy
82
+17
+26% +$3.94K ﹤0.01% 1108
2023
Q4
$13K Hold
65
﹤0.01% 1125
2023
Q3
$12K Buy
65
+5
+8% +$923 ﹤0.01% 1153
2023
Q2
$11K Buy
60
+58
+2,900% +$10.6K ﹤0.01% 1157
2023
Q1
$0 Hold
2
﹤0.01% 1305
2022
Q4
$0 Hold
2
﹤0.01% 1376
2022
Q3
$0 Hold
2
﹤0.01% 1367
2022
Q2
$0 Hold
2
﹤0.01% 1421
2022
Q1
$0 Hold
2
﹤0.01% 1450
2021
Q4
$0 Hold
2
﹤0.01% 1453
2021
Q3
$0 Buy
+2
New ﹤0.01% 1407