Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.3K Sell
239
-568
-70% -$38.8K ﹤0.01% 1448
2025
Q1
$48K Buy
+807
New +$48K ﹤0.01% 1067
2024
Q4
Sell
-410
Closed -$29.5K 2068
2024
Q3
$29.5K Buy
410
+36
+10% +$2.59K ﹤0.01% 1054
2024
Q2
$26.3K Buy
374
+60
+19% +$4.23K ﹤0.01% 988
2024
Q1
$25K Sell
314
-1,734
-85% -$138K ﹤0.01% 1008
2023
Q4
$184K Buy
2,048
+15
+0.7% +$1.35K ﹤0.01% 596
2023
Q3
$200K Hold
2,033
﹤0.01% 566
2023
Q2
$208K Buy
2,033
+57
+3% +$5.82K ﹤0.01% 573
2023
Q1
$222K Sell
1,976
-5
-0.3% -$561 ﹤0.01% 554
2022
Q4
$185K Sell
1,981
-28
-1% -$2.62K ﹤0.01% 596
2022
Q3
$157K Sell
2,009
-33
-2% -$2.58K ﹤0.01% 639
2022
Q2
$182K Buy
2,042
+23
+1% +$2.05K ﹤0.01% 642
2022
Q1
$241K Sell
2,019
-75
-4% -$8.95K ﹤0.01% 623
2021
Q4
$346K Buy
+2,094
New +$346K ﹤0.01% 559