Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Sell
398
-50
-11% -$1.01K ﹤0.01% 2003
2025
Q1
$8K Buy
+448
New +$8K ﹤0.01% 1781
2024
Q4
Sell
-933
Closed -$16K 1656
2024
Q3
$16K Sell
933
-1,585
-63% -$27.2K ﹤0.01% 1581
2024
Q2
$43K Sell
2,518
-5
-0.2% -$85 ﹤0.01% 1187
2024
Q1
$41K Sell
2,523
-1,570
-38% -$25.5K ﹤0.01% 1196
2023
Q4
$61K Buy
4,093
+805
+24% +$12K 0.01% 1071
2023
Q3
$43K Buy
+3,288
New +$43K ﹤0.01% 1176