Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767 Sell
112
-183
-62% -$1.25K ﹤0.01% 1640
2025
Q1
$2.16K Sell
295
-2,642
-90% -$19.3K ﹤0.01% 1481
2024
Q4
$29.5K Buy
+2,937
New +$29.5K ﹤0.01% 1001
2024
Q3
Sell
-5,190
Closed -$28.8K 1948
2024
Q2
$28.8K Buy
+5,190
New +$28.8K 0.01% 918
2023
Q4
Sell
-48,961
Closed -$300K 1529
2023
Q3
$300K Hold
48,961
0.07% 82
2023
Q2
$236K Hold
48,961
0.08% 83
2023
Q1
$307K Buy
48,961
+9,735
+25% +$61.1K 0.07% 79
2022
Q4
$215K Buy
+39,226
New +$215K 0.05% 50