Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-61
Closed -$5.65K 304
2025
Q1
$5.65K Hold
61
﹤0.01% 994
2024
Q4
$5.7K Sell
61
-7
-10% -$654 ﹤0.01% 1014
2024
Q3
$6.65K Sell
68
-393
-85% -$38.5K ﹤0.01% 1051
2024
Q2
$45.1K Buy
461
+1
+0.2% +$98 0.01% 660
2024
Q1
$56.7K Sell
460
-79
-15% -$9.73K 0.01% 634
2023
Q4
$65.4K Buy
539
+54
+11% +$6.55K 0.01% 555
2023
Q3
$57.3K Sell
485
-30
-6% -$3.55K 0.01% 560
2023
Q2
$67.6K Buy
515
+32
+7% +$4.2K 0.01% 516
2023
Q1
$65.2K Buy
483
+1
+0.2% +$135 0.01% 521
2022
Q4
$66.9K Sell
482
-26
-5% -$3.61K 0.01% 500
2022
Q3
$49K Sell
508
-1
-0.2% -$96 0.01% 546
2022
Q2
$50K Sell
509
-16
-3% -$1.57K 0.01% 513
2022
Q1
$77K Buy
525
+12
+2% +$1.76K 0.01% 474
2021
Q4
$60K Buy
+513
New +$60K 0.01% 507