Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13
Closed -$1K 1010
2025
Q1
$1K Sell
13
-11
-46% -$846 ﹤0.01% 989
2024
Q4
$1K Sell
24
-21
-47% -$875 ﹤0.01% 951
2024
Q3
$3K Buy
45
+2
+5% +$133 ﹤0.01% 887
2024
Q2
$2K Buy
43
+3
+8% +$140 ﹤0.01% 877
2024
Q1
$3K Buy
40
+12
+43% +$900 ﹤0.01% 830
2023
Q4
$2K Sell
28
-31
-53% -$2.21K ﹤0.01% 862
2023
Q3
$4K Sell
59
-8
-12% -$542 ﹤0.01% 814
2023
Q2
$7K Buy
+67
New +$7K ﹤0.01% 710
2022
Q3
Sell
-18
Closed -$2K 563
2022
Q2
$2K Sell
18
-18
-50% -$2K ﹤0.01% 749
2022
Q1
$5K Buy
+36
New +$5K ﹤0.01% 538