Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Hold
5
﹤0.01% 237
2025
Q1
$2K Sell
5
-160
-97% -$64K ﹤0.01% 237
2024
Q4
$80K Sell
165
-54
-25% -$26.2K 0.02% 242
2024
Q3
$111K Sell
219
-75
-26% -$38K 0.02% 230
2024
Q2
$175K Sell
294
-443
-60% -$264K 0.03% 193
2024
Q1
$421K Sell
737
-53
-7% -$30.3K 0.04% 156
2023
Q4
$407K Buy
790
+195
+33% +$100K 0.04% 147
2023
Q3
$273K Sell
595
-74
-11% -$34K 0.02% 178
2023
Q2
$291K Hold
669
0.02% 177
2023
Q1
$258K Buy
669
+173
+35% +$66.7K 0.02% 183
2022
Q4
$158K Buy
496
+121
+32% +$38.5K 0.01% 219
2022
Q3
$115K Sell
375
-361
-49% -$111K 0.01% 261
2022
Q2
$224K Buy
+736
New +$224K 0.01% 228