Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Hold
129
﹤0.01% 578
2025
Q1
$20.7K Sell
129
-436
-77% -$69.9K ﹤0.01% 583
2024
Q4
$98.3K Sell
565
-377
-40% -$65.6K 0.01% 424
2024
Q3
$213K Buy
942
+48
+5% +$10.9K 0.01% 373
2024
Q2
$200K Buy
894
+68
+8% +$15.2K 0.01% 367
2024
Q1
$211K Buy
+826
New +$211K 0.02% 364
2023
Q3
Sell
-1,248
Closed -$229K 314
2023
Q2
$229K Buy
1,248
+67
+6% +$12.3K 0.03% 241
2023
Q1
$230K Sell
1,181
-11
-0.9% -$2.14K 0.03% 237
2022
Q4
$213K Buy
+1,192
New +$213K 0.03% 238