Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-116
Closed -$36K 80
2025
Q1
$36K Buy
116
+1
+0.9% +$311 0.02% 133
2024
Q4
$29.9K Sell
115
-3
-3% -$780 0.02% 141
2024
Q3
$38K Buy
118
+1
+0.9% +$322 0.03% 127
2024
Q2
$36.6K Hold
117
0.03% 122
2024
Q1
$33.3K Sell
117
-138
-54% -$39.2K 0.02% 129
2023
Q4
$73.4K Buy
255
+137
+116% +$39.5K 0.05% 80
2023
Q3
$31.7K Buy
+118
New +$31.7K 0.03% 103
2022
Q4
Sell
-10
Closed -$2K 162
2022
Q3
$2K Hold
10
0.02% 178
2022
Q2
$2K Hold
10
0.02% 177
2022
Q1
$2K Hold
10
﹤0.01% 151
2021
Q4
$2K Buy
+10
New +$2K ﹤0.01% 160