Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
1,031
-42
-4% -$407 0.01% 1587
2025
Q1
$9K Sell
1,073
-191
-15% -$1.6K 0.01% 1547
2024
Q4
$10K Buy
1,264
+243
+24% +$1.92K 0.01% 1525
2024
Q3
$8K Buy
1,021
+2
+0.2% +$16 0.01% 1650
2024
Q2
$9K Sell
1,019
-12,437
-92% -$110K 0.01% 1602
2024
Q1
$157K Buy
13,456
+12,362
+1,130% +$144K 0.1% 255
2023
Q4
$11K Buy
1,094
+486
+80% +$4.89K 0.01% 1480
2023
Q3
$7K Buy
608
+70
+13% +$806 0.01% 1613
2023
Q2
$6K Sell
538
-3
-0.6% -$33 ﹤0.01% 1673
2023
Q1
$8K Buy
541
+191
+55% +$2.82K 0.01% 1415
2022
Q4
$5K Hold
350
﹤0.01% 1561
2022
Q3
$5K Buy
+350
New +$5K ﹤0.01% 1484