Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Buy
371
+3
+0.8% +$89 0.01% 1540
2025
Q1
$9K Sell
368
-79
-18% -$1.93K 0.01% 1568
2024
Q4
$12K Sell
447
-136
-23% -$3.65K 0.01% 1434
2024
Q3
$12K Buy
+583
New +$12K 0.01% 1448
2024
Q1
Sell
-8
Closed 2592
2023
Q4
$0 Buy
8
+3
+60% ﹤0.01% 2540
2023
Q3
$0 Hold
5
﹤0.01% 2529
2023
Q2
$0 Sell
5
-77
-94% ﹤0.01% 2489
2023
Q1
$2K Buy
82
+47
+134% +$1.15K ﹤0.01% 1772
2022
Q4
$1K Sell
35
-74
-68% -$2.11K ﹤0.01% 1904
2022
Q3
$2K Sell
109
-96
-47% -$1.76K ﹤0.01% 1721
2022
Q2
$4K Buy
205
+11
+6% +$215 ﹤0.01% 1468
2022
Q1
$5K Sell
194
-105
-35% -$2.71K ﹤0.01% 1489
2021
Q4
$9K Buy
+299
New +$9K 0.01% 1059