Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5K Sell
304
-130
-30% -$10.1K 0.01% 453
2025
Q1
$32.6K Buy
434
+130
+43% +$9.76K 0.01% 391
2024
Q4
$23.2K Sell
304
-47
-13% -$3.59K 0.01% 462
2024
Q3
$27.4K Hold
351
0.01% 460
2024
Q2
$25.1K Sell
351
-131
-27% -$9.35K 0.01% 465
2024
Q1
$39.1K Sell
482
-972
-67% -$78.9K 0.01% 438
2023
Q4
$106K Sell
1,454
-151
-9% -$11K 0.04% 298
2023
Q3
$106K Buy
1,605
+79
+5% +$5.22K 0.03% 330
2023
Q2
$113K Buy
1,526
+52
+4% +$3.86K 0.03% 325
2023
Q1
$114K Sell
1,474
-91
-6% -$7.03K 0.03% 331
2022
Q4
$120K Buy
+1,565
New +$120K 0.03% 321