Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.16K Hold
42
﹤0.01% 787
2025
Q1
$4.9K Sell
42
-141
-77% -$16.5K ﹤0.01% 831
2024
Q4
$24.9K Buy
183
+141
+336% +$19.2K ﹤0.01% 742
2024
Q3
$5.17K Buy
+42
New +$5.17K ﹤0.01% 871
2023
Q4
Sell
-6,393
Closed -$460K 992
2023
Q3
$460K Buy
6,393
+742
+13% +$53.4K 0.11% 137
2023
Q2
$667K Hold
5,651
0.16% 113
2023
Q1
$534K Buy
5,651
+740
+15% +$69.9K 0.14% 126
2022
Q4
$419K Buy
4,911
+3,490
+246% +$298K 0.11% 142
2022
Q3
$90K Buy
+1,421
New +$90K 0.03% 236