Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.6K Sell
86
-133
-61% -$36.4K ﹤0.01% 2894
2025
Q1
$76.5K Hold
219
﹤0.01% 2389
2024
Q4
$99.8K Sell
219
-14
-6% -$6.38K ﹤0.01% 2280
2024
Q3
$102K Sell
233
-68
-23% -$29.7K ﹤0.01% 2184
2024
Q2
$143K Sell
301
-1,764
-85% -$837K ﹤0.01% 2011
2024
Q1
$1.21M Sell
2,065
-199
-9% -$116K 0.01% 903
2023
Q4
$1.02M Buy
2,264
+1,114
+97% +$501K 0.01% 924
2023
Q3
$458K Buy
1,150
+17
+2% +$6.78K 0.01% 1217
2023
Q2
$388K Sell
1,133
-1,487
-57% -$509K ﹤0.01% 1318
2023
Q1
$713K Buy
2,620
+2,559
+4,195% +$696K 0.01% 949
2022
Q4
$12.8K Buy
+61
New +$12.8K ﹤0.01% 2288