Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,531
Closed -$4K 2253
2025
Q1
$4K Buy
6,531
+24
+0.4% +$15 ﹤0.01% 1745
2024
Q4
$10K Buy
6,507
+3,802
+141% +$5.84K 0.01% 1522
2024
Q3
$5K Buy
2,705
+1,739
+180% +$3.21K ﹤0.01% 1727
2024
Q2
$3K Buy
966
+10
+1% +$31 ﹤0.01% 1798
2024
Q1
$7K Sell
956
-2
-0.2% -$15 ﹤0.01% 1732
2023
Q4
$11K Hold
958
0.01% 1471
2023
Q3
$9K Buy
958
+621
+184% +$5.83K 0.01% 1471
2023
Q2
$3K Sell
337
-2
-0.6% -$18 ﹤0.01% 1749
2023
Q1
$6K Sell
339
-1
-0.3% -$18 0.01% 1502
2022
Q4
$9K Sell
340
-1
-0.3% -$26 0.01% 1363
2022
Q3
$7K Sell
341
-4
-1% -$82 0.01% 1384
2022
Q2
$6K Buy
345
+321
+1,338% +$5.58K ﹤0.01% 1342
2022
Q1
$1K Sell
24
-106
-82% -$4.42K ﹤0.01% 1746
2021
Q4
$4K Buy
+130
New +$4K 0.01% 1373