Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28
Closed -$2.1K 226
2025
Q1
$2.1K Hold
28
﹤0.01% 179
2024
Q4
$2.14K Sell
28
-313
-92% -$23.9K ﹤0.01% 180
2024
Q3
$26.6K Sell
341
-73
-18% -$5.7K 0.02% 114
2024
Q2
$29.6K Hold
414
0.02% 105
2024
Q1
$33.6K Hold
414
0.02% 99
2023
Q4
$30.3K Hold
414
0.02% 104
2023
Q3
$27K Hold
414
0.02% 99
2023
Q2
$30.7K Hold
414
0.02% 100
2023
Q1
$32K Hold
414
0.02% 98
2022
Q4
$31.7K Sell
414
-27
-6% -$2.06K 0.03% 99
2022
Q3
$31K Hold
441
0.03% 90
2022
Q2
$37K Hold
441
0.03% 88
2022
Q1
$36K Sell
441
-435
-50% -$35.5K 0.03% 93
2021
Q4
$69K Buy
+876
New +$69K 0.05% 71