Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-871
Closed -$7.55K 855
2025
Q1
$7.55K Sell
871
-301
-26% -$2.61K ﹤0.01% 626
2024
Q4
$14.2K Sell
1,172
-82
-7% -$995 ﹤0.01% 527
2024
Q3
$21.1K Sell
1,254
-28
-2% -$471 0.01% 506
2024
Q2
$20K Sell
1,282
-10
-0.8% -$156 0.01% 505
2024
Q1
$20.4K Hold
1,292
0.01% 539
2023
Q4
$26K Sell
1,292
-36
-3% -$724 0.01% 496
2023
Q3
$24.6K Hold
1,328
0.01% 592
2023
Q2
$28.9K Hold
1,328
0.01% 585
2023
Q1
$24.6K Hold
1,328
0.01% 608
2022
Q4
$20K Buy
+1,328
New +$20K 0.01% 654