Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Sell
2,738
-46
-2% -$202 0.01% 1476
2025
Q1
$13K Buy
2,784
+1,516
+120% +$7.08K 0.01% 1352
2024
Q4
$10K Buy
1,268
+3
+0.2% +$24 0.01% 1538
2024
Q3
$8K Sell
1,265
-1,783
-58% -$11.3K 0.01% 1656
2024
Q2
$19K Buy
3,048
+263
+9% +$1.64K 0.01% 1218
2024
Q1
$20K Sell
2,785
-572
-17% -$4.11K 0.01% 1215
2023
Q4
$19K Buy
3,357
+742
+28% +$4.2K 0.01% 1214
2023
Q3
$12K Buy
2,615
+407
+18% +$1.87K 0.01% 1325
2023
Q2
$19K Buy
2,208
+1,500
+212% +$12.9K 0.01% 1157
2023
Q1
$5K Sell
708
-4
-0.6% -$28 ﹤0.01% 1565
2022
Q4
$5K Buy
712
+6
+0.8% +$42 ﹤0.01% 1573
2022
Q3
$5K Buy
706
+20
+3% +$142 ﹤0.01% 1494
2022
Q2
$6K Sell
686
-10
-1% -$87 ﹤0.01% 1353
2022
Q1
$10K Buy
696
+296
+74% +$4.25K 0.01% 1308
2021
Q4
$6K Buy
+400
New +$6K 0.01% 1231