Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
1,547
-714
-32% -$2.31K ﹤0.01% 1757
2025
Q1
$9K Buy
2,261
+806
+55% +$3.21K ﹤0.01% 996
2024
Q4
$6K Buy
1,455
+3
+0.2% +$12 ﹤0.01% 870
2024
Q3
$10K Buy
1,452
+50
+4% +$344 ﹤0.01% 793
2024
Q2
$6K Sell
1,402
-237
-14% -$1.01K ﹤0.01% 846
2024
Q1
$7K Sell
1,639
-375
-19% -$1.6K ﹤0.01% 886
2023
Q4
$18K Hold
2,014
﹤0.01% 743
2023
Q3
$18K Hold
2,014
﹤0.01% 741
2023
Q2
$20K Hold
2,014
﹤0.01% 704
2023
Q1
$21K Hold
2,014
﹤0.01% 700
2022
Q4
$20K Hold
2,014
﹤0.01% 675
2022
Q3
$32K Hold
2,014
﹤0.01% 632
2022
Q2
$44K Sell
2,014
-100
-5% -$2.19K ﹤0.01% 599
2022
Q1
$44K Sell
2,114
-268
-11% -$5.58K ﹤0.01% 621
2021
Q4
$75K Buy
2,382
+132
+6% +$4.16K ﹤0.01% 553
2021
Q3
$80K Buy
2,250
+500
+29% +$17.8K ﹤0.01% 539
2021
Q2
$93K Buy
1,750
+740
+73% +$39.3K ﹤0.01% 521
2021
Q1
$39K Buy
+1,010
New +$39K ﹤0.01% 528