Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56K Sell
813
-95
-10% -$6.55K 0.01% 526
2025
Q1
$62.6K Sell
908
-42
-4% -$2.9K 0.01% 481
2024
Q4
$58.5K Buy
950
+233
+32% +$14.3K 0.01% 491
2024
Q3
$44.5K Buy
717
+75
+12% +$4.65K 0.01% 530
2024
Q2
$34K Buy
642
+97
+18% +$5.14K 0.01% 561
2024
Q1
$29.1K Sell
545
-15
-3% -$801 0.01% 581
2023
Q4
$29.2K Buy
+560
New +$29.2K 0.01% 561
2023
Q1
Sell
-30
Closed -$1.89K 987
2022
Q4
$1.89K Sell
30
-400
-93% -$25.2K ﹤0.01% 831
2022
Q3
$26K Sell
430
-35
-8% -$2.12K 0.01% 481
2022
Q2
$30K Hold
465
0.01% 464
2022
Q1
$32K Buy
+465
New +$32K 0.01% 479