Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.6K Sell
11,780
-73,000
-86% -$109K ﹤0.01% 3432
2025
Q1
$140K Sell
84,780
-36,647
-30% -$60.5K ﹤0.01% 3117
2024
Q4
$418K Buy
+121,427
New +$418K ﹤0.01% 2332
2024
Q1
Sell
-1,102
Closed -$12.1K 3254
2023
Q4
$12.1K Hold
1,102
﹤0.01% 3023
2023
Q3
$23.2K Hold
1,102
﹤0.01% 2837
2023
Q2
$17.6K Sell
1,102
-4
-0.4% -$64 ﹤0.01% 2784
2023
Q1
$21K Sell
1,106
-27
-2% -$513 ﹤0.01% 2724
2022
Q4
$26K Sell
1,133
-199
-15% -$4.57K ﹤0.01% 2671
2022
Q3
$39K Buy
+1,332
New +$39K ﹤0.01% 2337