Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Hold
651
﹤0.01% 638
2025
Q1
$10.4K Sell
651
-3,473
-84% -$55.5K ﹤0.01% 558
2024
Q4
$70.7K Hold
4,124
﹤0.01% 380
2024
Q3
$69.1K Hold
4,124
﹤0.01% 364
2024
Q2
$58.6K Sell
4,124
-187
-4% -$2.66K ﹤0.01% 372
2024
Q1
$68.2K Sell
4,311
-290
-6% -$4.59K ﹤0.01% 361
2023
Q4
$66.3K Sell
4,601
-889
-16% -$12.8K ﹤0.01% 359
2023
Q3
$59.1K Hold
5,490
﹤0.01% 341
2023
Q2
$50.7K Buy
+5,490
New +$50.7K ﹤0.01% 369
2022
Q4
$162K Buy
+9,311
New +$162K 0.05% 97
2020
Q1
Sell
-10,408
Closed -$211K 219
2019
Q4
$211K Buy
+10,408
New +$211K 0.02% 202