Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.8K Hold
374
﹤0.01% 370
2025
Q1
$59.9K Sell
374
-344
-48% -$55.1K ﹤0.01% 373
2024
Q4
$125K Sell
718
-291
-29% -$50.6K 0.01% 284
2024
Q3
$228K Hold
1,009
0.02% 220
2024
Q2
$226K Buy
1,009
+20
+2% +$4.48K 0.02% 219
2024
Q1
$253K Buy
989
+1
+0.1% +$256 0.02% 206
2023
Q4
$225K Hold
988
0.02% 215
2023
Q3
$199K Hold
988
0.02% 213
2023
Q2
$181K Buy
988
+585
+145% +$107K 0.02% 228
2023
Q1
$78.5K Buy
403
+108
+37% +$21K 0.01% 308
2022
Q4
$52.7K Hold
295
0.01% 336
2022
Q3
$46K Hold
295
0.01% 347
2022
Q2
$46K Buy
+295
New +$46K ﹤0.01% 329
2021
Q4
Sell
-7
Closed -$1K 143
2021
Q3
$1K Buy
+7
New +$1K ﹤0.01% 662