Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-110
Closed -$5.21K 1097
2025
Q1
$5.21K Buy
110
+1
+0.9% +$47 ﹤0.01% 1011
2024
Q4
$5.34K Sell
109
-214
-66% -$10.5K ﹤0.01% 1023
2024
Q3
$17.7K Buy
323
+1
+0.3% +$55 ﹤0.01% 913
2024
Q2
$16.4K Sell
322
-79
-20% -$4.01K ﹤0.01% 902
2024
Q1
$23.2K Buy
401
+79
+25% +$4.58K ﹤0.01% 841
2023
Q4
$18K Sell
322
-267
-45% -$14.9K ﹤0.01% 865
2023
Q3
$32K Buy
589
+86
+17% +$4.67K 0.01% 691
2023
Q2
$29.7K Buy
503
+1
+0.2% +$59 ﹤0.01% 708
2023
Q1
$30.6K Buy
502
+383
+322% +$23.4K 0.01% 706
2022
Q4
$7.25K Sell
119
-136
-53% -$8.29K ﹤0.01% 947
2022
Q3
$15K Sell
255
-10
-4% -$588 ﹤0.01% 794
2022
Q2
$15K Buy
265
+1
+0.4% +$57 ﹤0.01% 766
2022
Q1
$17K Sell
264
-81
-23% -$5.22K ﹤0.01% 823
2021
Q4
$20K Buy
+345
New +$20K ﹤0.01% 719