Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546 Buy
8
+3
+60% +$205 ﹤0.01% 1053
2025
Q1
$298 Sell
5
-1,051
-100% -$62.6K ﹤0.01% 1065
2024
Q4
$63.9K Sell
1,056
-185
-15% -$11.2K 0.01% 528
2024
Q3
$89.4K Buy
1,241
+543
+78% +$39.1K 0.01% 469
2024
Q2
$49.2K Sell
698
-11
-2% -$775 0.01% 515
2024
Q1
$56.5K Buy
709
+100
+16% +$7.97K 0.01% 493
2023
Q4
$54.6K Hold
609
0.01% 493
2023
Q3
$60K Sell
609
-11
-2% -$1.08K 0.01% 445
2023
Q2
$63.3K Buy
620
+83
+15% +$8.47K 0.02% 440
2023
Q1
$60.2K Hold
537
0.02% 432
2022
Q4
$50K Buy
+537
New +$50K 0.01% 441