Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53
Closed -$6.33K 882
2025
Q1
$6.33K Hold
53
﹤0.01% 646
2024
Q4
$6.15K Sell
53
-41
-44% -$4.76K ﹤0.01% 652
2024
Q3
$12.7K Sell
94
-47
-33% -$6.35K ﹤0.01% 580
2024
Q2
$19.1K Sell
141
-17
-11% -$2.31K 0.01% 511
2024
Q1
$20.4K Sell
158
-388
-71% -$50.1K 0.01% 537
2023
Q4
$62.4K Sell
546
-33
-6% -$3.77K 0.02% 391
2023
Q3
$52.7K Hold
579
0.02% 466
2023
Q2
$65.2K Hold
579
0.02% 443
2023
Q1
$60.6K Sell
579
-86
-13% -$9K 0.02% 453
2022
Q4
$74K Buy
+665
New +$74K 0.02% 419