Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330 Sell
89
-2
-2% -$7 ﹤0.01% 3846
2025
Q1
$300 Sell
91
-11
-11% -$36 ﹤0.01% 3768
2024
Q4
$398 Sell
102
-94
-48% -$367 ﹤0.01% 3686
2024
Q3
$819 Buy
196
+28
+17% +$117 ﹤0.01% 3548
2024
Q2
$1.19K Sell
168
-10
-6% -$71 ﹤0.01% 3429
2024
Q1
$967 Hold
178
﹤0.01% 3505
2023
Q4
$1.41K Sell
178
-10
-5% -$79 ﹤0.01% 3406
2023
Q3
$3.15K Sell
188
-11
-6% -$184 ﹤0.01% 2942
2023
Q2
$11.2K Sell
199
-11
-5% -$621 ﹤0.01% 2560
2023
Q1
$13.8K Sell
210
-1
-0.5% -$66 ﹤0.01% 2474
2022
Q4
$15 Sell
211
-1
-0.5% ﹤0.01% 3647
2022
Q3
$19K Hold
212
﹤0.01% 1511
2022
Q2
$39K Hold
212
﹤0.01% 1519
2022
Q1
$83K Sell
212
-9
-4% -$3.52K ﹤0.01% 1089
2021
Q4
$137K Sell
221
-22
-9% -$13.6K ﹤0.01% 1559
2021
Q3
$306K Buy
243
+26
+12% +$32.7K 0.01% 893
2021
Q2
$442K Buy
+217
New +$442K 0.01% 774