Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Hold
96
﹤0.01% 1744
2025
Q1
$6K Hold
96
﹤0.01% 1691
2024
Q4
$8K Sell
96
-105
-52% -$8.75K 0.01% 1624
2024
Q3
$19K Sell
201
-2
-1% -$189 0.01% 1220
2024
Q2
$18K Buy
203
+2
+1% +$177 0.01% 1226
2024
Q1
$21K Sell
201
-20
-9% -$2.09K 0.01% 1195
2023
Q4
$22K Buy
221
+23
+12% +$2.29K 0.02% 1155
2023
Q3
$16K Sell
198
-12
-6% -$970 0.01% 1186
2023
Q2
$16K Sell
210
-859
-80% -$65.4K 0.01% 1223
2023
Q1
$88K Buy
1,069
+404
+61% +$33.3K 0.08% 441
2022
Q4
$54K Sell
665
-46
-6% -$3.74K 0.04% 696
2022
Q3
$64K Buy
711
+475
+201% +$42.8K 0.06% 590
2022
Q2
$21K Sell
236
-10
-4% -$890 0.02% 958
2022
Q1
$29K Buy
246
+145
+144% +$17.1K 0.02% 949
2021
Q4
$13K Buy
+101
New +$13K 0.02% 947