Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$879 Buy
10
+7
+233% +$615 ﹤0.01% 2057
2025
Q1
$211 Buy
+3
New +$211 ﹤0.01% 2079
2023
Q1
Sell
-442
Closed -$18K 1779
2022
Q4
$18K Sell
442
-150
-25% -$6.11K ﹤0.01% 1139
2022
Q3
$34K Buy
592
+106
+22% +$6.09K ﹤0.01% 963
2022
Q2
$40K Sell
486
-269
-36% -$22.1K ﹤0.01% 974
2022
Q1
$95K Buy
755
+360
+91% +$45.3K ﹤0.01% 791
2021
Q4
$90K Buy
+395
New +$90K ﹤0.01% 824