Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-175
Closed -$24.7K 925
2025
Q1
$24.7K Hold
175
﹤0.01% 720
2024
Q4
$27.7K Sell
175
-3,008
-95% -$476K ﹤0.01% 726
2024
Q3
$404K Sell
3,183
-18
-0.6% -$2.29K 0.04% 207
2024
Q2
$347K Sell
3,201
-4
-0.1% -$433 0.04% 214
2024
Q1
$293K Buy
3,205
+99
+3% +$9.06K 0.03% 251
2023
Q4
$195K Buy
3,106
+25
+0.8% +$1.57K 0.03% 310
2023
Q3
$136K Buy
3,081
+2,000
+185% +$88.5K 0.02% 343
2023
Q2
$52.6K Buy
1,081
+1,000
+1,235% +$48.7K 0.01% 585
2023
Q1
$4.5K Hold
81
﹤0.01% 1059
2022
Q4
$3.25K Buy
81
+63
+350% +$2.53K ﹤0.01% 1080
2022
Q3
$1K Buy
+18
New +$1K ﹤0.01% 1168