Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Sell
290
-58
-17% -$1.4K ﹤0.01% 1703
2025
Q1
$10K Buy
348
+49
+16% +$1.41K 0.01% 1479
2024
Q4
$8K Sell
299
-294
-50% -$7.87K 0.01% 1626
2024
Q3
$18K Buy
593
+288
+94% +$8.74K 0.01% 1244
2024
Q2
$10K Buy
305
+1
+0.3% +$33 0.01% 1521
2024
Q1
$11K Buy
304
+15
+5% +$543 0.01% 1493
2023
Q4
$8K Sell
289
-10
-3% -$277 0.01% 1676
2023
Q3
$11K Sell
299
-2
-0.7% -$74 0.01% 1361
2023
Q2
$9K Sell
301
-10
-3% -$299 0.01% 1485
2023
Q1
$8K Sell
311
-458
-60% -$11.8K 0.01% 1412
2022
Q4
$22K Buy
769
+306
+66% +$8.75K 0.02% 999
2022
Q3
$9K Sell
463
-1,045
-69% -$20.3K 0.01% 1296
2022
Q2
$30K Sell
1,508
-708
-32% -$14.1K 0.02% 878
2022
Q1
$54K Buy
2,216
+1,933
+683% +$47.1K 0.04% 775
2021
Q4
$6K Buy
+283
New +$6K 0.01% 1210