Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.8K Hold
467
0.01% 591
2025
Q1
$31.6K Sell
467
-208
-31% -$14.1K ﹤0.01% 612
2024
Q4
$41.8K Buy
675
+219
+48% +$13.6K 0.01% 615
2024
Q3
$29.7K Buy
456
+6
+1% +$391 ﹤0.01% 640
2024
Q2
$24.2K Hold
450
﹤0.01% 636
2024
Q1
$23.8K Sell
450
-1,574
-78% -$83.1K ﹤0.01% 632
2023
Q4
$88.3K Sell
2,024
-2,161
-52% -$94.3K 0.02% 416
2023
Q3
$185K Hold
4,185
0.05% 240
2023
Q2
$187K Buy
4,185
+450
+12% +$20.1K 0.04% 237
2023
Q1
$164K Buy
+3,735
New +$164K 0.04% 253