Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
1,249
-714
-36% -$65.2K ﹤0.01% 1125
2025
Q1
$150K Sell
1,963
-1
-0.1% -$76 ﹤0.01% 1251
2024
Q4
$128K Buy
1,964
+551
+39% +$35.9K ﹤0.01% 1388
2024
Q3
$77K Hold
1,413
﹤0.01% 1463
2024
Q2
$71K Buy
1,413
+468
+50% +$23.5K ﹤0.01% 1407
2024
Q1
$44K Sell
945
-396
-30% -$18.4K ﹤0.01% 1626
2023
Q4
$66K Hold
1,341
﹤0.01% 1333
2023
Q3
$58K Sell
1,341
-1,377
-51% -$59.6K ﹤0.01% 1332
2023
Q2
$100K Sell
2,718
-500
-16% -$18.4K ﹤0.01% 1185
2023
Q1
$148K Hold
3,218
﹤0.01% 1073
2022
Q4
$136K Hold
3,218
﹤0.01% 1091
2022
Q3
$119K Hold
3,218
﹤0.01% 1123
2022
Q2
$112K Buy
+3,218
New +$112K ﹤0.01% 1188