Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Sell
20
-1,420
-99% -$142K ﹤0.01% 1813
2025
Q1
$105K Sell
1,440
-294
-17% -$21.4K 0.07% 455
2024
Q4
$228K Buy
1,734
+51
+3% +$6.71K 0.14% 119
2024
Q3
$183K Sell
1,683
-407
-19% -$44.3K 0.11% 213
2024
Q2
$218K Sell
2,090
-187
-8% -$19.5K 0.14% 141
2024
Q1
$192K Buy
2,277
+1,138
+100% +$96K 0.12% 177
2023
Q4
$97K Sell
1,139
-732
-39% -$62.3K 0.07% 507
2023
Q3
$124K Buy
1,871
+312
+20% +$20.7K 0.09% 301
2023
Q2
$107K Buy
1,559
+411
+36% +$28.2K 0.08% 393
2023
Q1
$95K Buy
1,148
+1,141
+16,300% +$94.4K 0.08% 396
2022
Q4
$1K Hold
7
﹤0.01% 1827
2022
Q3
$0 Buy
+7
New ﹤0.01% 1916
2022
Q1
Sell
-8
Closed 2040
2021
Q4
$0 Buy
+8
New ﹤0.01% 2082