Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.34K Hold
280
﹤0.01% 641
2025
Q1
$6.43K Sell
280
-397
-59% -$9.12K ﹤0.01% 644
2024
Q4
$15.7K Sell
677
-9,995
-94% -$232K ﹤0.01% 511
2024
Q3
$371K Sell
10,672
-1,994
-16% -$69.4K 0.11% 155
2024
Q2
$410K Sell
12,666
-4,172
-25% -$135K 0.13% 147
2024
Q1
$572K Sell
16,838
-1,869
-10% -$63.5K 0.2% 124
2023
Q4
$737K Sell
18,707
-2,718
-13% -$107K 0.29% 101
2023
Q3
$818K Sell
21,425
-485
-2% -$18.5K 0.24% 102
2023
Q2
$999K Sell
21,910
-3,923
-15% -$179K 0.28% 80
2023
Q1
$1.16M Sell
25,833
-110
-0.4% -$4.93K 0.32% 70
2022
Q4
$1.14M Buy
+25,943
New +$1.14M 0.32% 74