Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.5K Sell
64
-1
-2% -$477 ﹤0.01% 2011
2025
Q1
$23.9K Buy
65
+36
+124% +$13.2K ﹤0.01% 1979
2024
Q4
$11.7K Sell
29
-399
-93% -$161K ﹤0.01% 2297
2024
Q3
$216K Buy
+428
New +$216K ﹤0.01% 951
2023
Q3
Sell
-613
Closed -$209K 1048
2023
Q2
$209K Buy
+613
New +$209K ﹤0.01% 930
2022
Q3
Sell
-1,056
Closed -$298K 918
2022
Q2
$298K Hold
1,056
0.01% 659
2022
Q1
$318K Buy
+1,056
New +$318K 0.01% 653
2020
Q2
Sell
-974
Closed -$206K 515
2020
Q1
$206K Buy
+974
New +$206K 0.01% 459