Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$4.19K Sell
116
-40
-26% -$1.44K ﹤0.01% 2030
2024
Q4
$6.53K Hold
156
﹤0.01% 1862
2024
Q3
$5.05K Buy
156
+60
+63% +$1.94K ﹤0.01% 2013
2024
Q2
$3.73K Buy
96
+13
+16% +$505 ﹤0.01% 2130
2024
Q1
$3.68K Sell
83
-12
-13% -$532 ﹤0.01% 2033
2023
Q4
$5.05K Buy
95
+69
+265% +$3.67K ﹤0.01% 1882
2023
Q3
$1.22K Buy
26
+5
+24% +$234 ﹤0.01% 2299
2023
Q2
$920 Hold
21
﹤0.01% 2382
2023
Q1
$726 Hold
21
﹤0.01% 2518
2022
Q4
$573 Buy
+21
New +$573 ﹤0.01% 2568