Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.1K Sell
319
-103
-24% -$8.75K ﹤0.01% 1297
2025
Q1
$30.6K Sell
422
-60
-12% -$4.35K ﹤0.01% 1224
2024
Q4
$33.7K Sell
482
-254
-35% -$17.8K ﹤0.01% 1066
2024
Q3
$76K Buy
736
+186
+34% +$19.2K ﹤0.01% 758
2024
Q2
$63.8K Buy
550
+436
+382% +$50.6K ﹤0.01% 781
2024
Q1
$13.1K Buy
114
+2
+2% +$230 ﹤0.01% 1220
2023
Q4
$12.6K Hold
112
﹤0.01% 1217
2023
Q3
$10.7K Hold
112
﹤0.01% 1274
2023
Q2
$11.4K Hold
112
﹤0.01% 1269
2023
Q1
$11.4K Sell
112
-250
-69% -$25.4K ﹤0.01% 1249
2022
Q4
$33K Sell
362
-2,350
-87% -$214K ﹤0.01% 962
2022
Q3
$215K Sell
2,712
-497
-15% -$39.4K ﹤0.01% 589
2022
Q2
$303K Buy
3,209
+42
+1% +$3.97K ﹤0.01% 543
2022
Q1
$393K Hold
3,167
0.01% 517
2021
Q4
$495K Buy
+3,167
New +$495K 0.01% 481