Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21
Closed 2156
2025
Q1
$0 Sell
21
-91
-81% ﹤0.01% 2164
2024
Q4
$1K Buy
112
+18
+19% +$161 ﹤0.01% 1968
2024
Q3
$1K Buy
+94
New +$1K ﹤0.01% 1879
2024
Q2
Sell
-778
Closed -$12K 2198
2024
Q1
$12K Sell
778
-778
-50% -$12K 0.01% 1417
2023
Q4
$26K Buy
1,556
+890
+134% +$14.9K 0.02% 1091
2023
Q3
$8K Buy
666
+18
+3% +$216 0.01% 1526
2023
Q2
$9K Buy
+648
New +$9K 0.01% 1478
2022
Q4
Sell
-3,234
Closed -$41K 2012
2022
Q3
$41K Sell
3,234
-19
-0.6% -$241 0.04% 765
2022
Q2
$37K Buy
3,253
+1,853
+132% +$21.1K 0.03% 814
2022
Q1
$15K Buy
+1,400
New +$15K 0.01% 1139