Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
69
+1
+1% +$116 ﹤0.01% 1685
2025
Q1
$7K Sell
68
-66
-49% -$6.79K ﹤0.01% 1676
2024
Q4
$14K Sell
134
-4
-3% -$418 0.01% 1353
2024
Q3
$11K Buy
138
+3
+2% +$239 0.01% 1518
2024
Q2
$9K Buy
135
+4
+3% +$267 0.01% 1635
2024
Q1
$10K Buy
131
+4
+3% +$305 0.01% 1612
2023
Q4
$10K Sell
127
-30
-19% -$2.36K 0.01% 1591
2023
Q3
$9K Hold
157
0.01% 1497
2023
Q2
$10K Sell
157
-99
-39% -$6.31K 0.01% 1452
2023
Q1
$12K Sell
256
-3,429
-93% -$161K 0.01% 1233
2022
Q4
$128K Sell
3,685
-1,241
-25% -$43.1K 0.1% 287
2022
Q3
$132K Sell
4,926
-12
-0.2% -$322 0.12% 219
2022
Q2
$155K Buy
4,938
+1,188
+32% +$37.3K 0.12% 185
2022
Q1
$253K Buy
3,750
+3,050
+436% +$206K 0.17% 89
2021
Q4
$97K Buy
+700
New +$97K 0.14% 174