Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6
Closed -$1K 852
2025
Q1
$1K Sell
6
-5
-45% -$833 ﹤0.01% 1211
2024
Q4
$1.82K Hold
11
﹤0.01% 1180
2024
Q3
$1.47K Hold
11
﹤0.01% 1249
2024
Q2
$1.39K Sell
11
-5
-31% -$630 ﹤0.01% 1247
2024
Q1
$2.35K Hold
16
﹤0.01% 1210
2023
Q4
$1.88K Hold
16
﹤0.01% 1208
2023
Q3
$1.4K Hold
16
﹤0.01% 1219
2023
Q2
$2.63K Hold
16
﹤0.01% 1154
2023
Q1
$2.95K Hold
16
﹤0.01% 1120
2022
Q4
$2.37K Sell
16
-3
-16% -$444 ﹤0.01% 1122
2022
Q3
$3K Sell
19
-49
-72% -$7.74K ﹤0.01% 1052
2022
Q2
$9K Sell
68
-6
-8% -$794 ﹤0.01% 854
2022
Q1
$11K Buy
74
+13
+21% +$1.93K ﹤0.01% 894
2021
Q4
$18K Buy
+61
New +$18K ﹤0.01% 737