Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
1,138
-2
-0.2% -$9 ﹤0.01% 1751
2025
Q1
$7K Buy
1,140
+171
+18% +$1.05K ﹤0.01% 1666
2024
Q4
$7K Hold
969
﹤0.01% 1662
2024
Q3
$6K Sell
969
-79
-8% -$489 ﹤0.01% 1712
2024
Q2
$7K Hold
1,048
﹤0.01% 1715
2024
Q1
$8K Sell
1,048
-214
-17% -$1.63K 0.01% 1705
2023
Q4
$9K Sell
1,262
-63
-5% -$449 0.01% 1642
2023
Q3
$12K Buy
1,325
+719
+119% +$6.51K 0.01% 1326
2023
Q2
$9K Buy
606
+423
+231% +$6.28K 0.01% 1508
2023
Q1
$3K Sell
183
-37
-17% -$607 ﹤0.01% 1684
2022
Q4
$8K Sell
220
-9
-4% -$327 0.01% 1422
2022
Q3
$3K Sell
229
-11
-5% -$144 ﹤0.01% 1621
2022
Q2
$4K Sell
240
-40
-14% -$667 ﹤0.01% 1461
2022
Q1
$19K Sell
280
-76
-21% -$5.16K 0.01% 1073
2021
Q4
$21K Buy
+356
New +$21K 0.03% 848