Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-32
Closed -$781 952
2025
Q1
$781 Sell
32
-608
-95% -$14.8K ﹤0.01% 1233
2024
Q4
$21.6K Sell
640
-297
-32% -$10K ﹤0.01% 779
2024
Q3
$45K Buy
937
+2
+0.2% +$96 ﹤0.01% 693
2024
Q2
$44.1K Sell
935
-24
-3% -$1.13K ﹤0.01% 665
2024
Q1
$56.4K Sell
959
-5
-0.5% -$294 0.01% 636
2023
Q4
$52K Buy
964
+98
+11% +$5.29K 0.01% 611
2023
Q3
$43.3K Sell
866
-100
-10% -$5K 0.01% 624
2023
Q2
$49.7K Buy
966
+56
+6% +$2.88K 0.01% 599
2023
Q1
$50.5K Buy
910
+2
+0.2% +$111 0.01% 598
2022
Q4
$48.1K Buy
908
+1
+0.1% +$53 0.01% 592
2022
Q3
$39K Sell
907
-11
-1% -$473 0.01% 611
2022
Q2
$42K Sell
918
-22
-2% -$1.01K 0.01% 556
2022
Q1
$49K Buy
940
+244
+35% +$12.7K 0.01% 601
2021
Q4
$40K Buy
+696
New +$40K 0.01% 604