Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.8K Hold
180
﹤0.01% 542
2025
Q1
$13.2K Sell
180
-147
-45% -$10.8K ﹤0.01% 533
2024
Q4
$20.5K Hold
327
0.01% 477
2024
Q3
$21.6K Sell
327
-28
-8% -$1.85K 0.01% 505
2024
Q2
$25.6K Sell
355
-91
-20% -$6.57K 0.01% 460
2024
Q1
$29.9K Hold
446
0.01% 477
2023
Q4
$29.3K Sell
446
-592
-57% -$39K 0.01% 479
2023
Q3
$66.8K Hold
1,038
0.02% 425
2023
Q2
$62.7K Sell
1,038
-1,641
-61% -$99.1K 0.02% 447
2023
Q1
$154K Buy
2,679
+84
+3% +$4.83K 0.04% 279
2022
Q4
$148K Buy
+2,595
New +$148K 0.04% 282