Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Sell
170
-54
-24% -$635 ﹤0.01% 1836
2025
Q1
$3K Sell
224
-10
-4% -$134 ﹤0.01% 1773
2024
Q4
$3K Buy
234
+37
+19% +$474 ﹤0.01% 1793
2024
Q3
$3K Buy
197
+55
+39% +$838 ﹤0.01% 1762
2024
Q2
$2K Buy
142
+23
+19% +$324 ﹤0.01% 1839
2024
Q1
$1K Sell
119
-48
-29% -$403 ﹤0.01% 1945
2023
Q4
$2K Sell
167
-4
-2% -$48 ﹤0.01% 1840
2023
Q3
$2K Buy
+171
New +$2K ﹤0.01% 1802