Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
9,699
-497
-5% -$8.28K ﹤0.01% 3767
2025
Q1
$138K Sell
10,196
-3,704
-27% -$50.2K ﹤0.01% 3932
2024
Q4
$221K Buy
13,900
+52
+0.4% +$827 ﹤0.01% 3502
2024
Q3
$218K Buy
13,848
+13,786
+22,235% +$217K ﹤0.01% 3574
2024
Q2
$4.45K Sell
62
-23
-27% -$1.65K ﹤0.01% 6112
2024
Q1
$8.97K Sell
85
-16
-16% -$1.69K ﹤0.01% 5733
2023
Q4
$13.8K Buy
101
+76
+304% +$10.4K ﹤0.01% 5652
2023
Q3
$656 Buy
25
+12
+92% +$315 ﹤0.01% 6779
2023
Q2
$337 Buy
+13
New +$337 ﹤0.01% 6971
2023
Q1
Sell
-109
Closed -$3K 7417
2022
Q4
$3K Hold
109
﹤0.01% 6499
2022
Q3
$2K Buy
+109
New +$2K ﹤0.01% 6770