Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Sell
1,236
-1,203
-49% -$38.9K 0.02% 977
2025
Q1
$73K Buy
+2,439
New +$73K 0.05% 668
2023
Q3
Hold
0
2057
2023
Q2
Hold
0
2076
2023
Q1
Sell
-93
Closed -$2K 1955
2022
Q4
$2K Sell
93
-311
-77% -$6.69K ﹤0.01% 1744
2022
Q3
$11K Buy
404
+141
+54% +$3.84K 0.01% 1212
2022
Q2
$9K Buy
+263
New +$9K 0.01% 1231