Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.34K Hold
67
﹤0.01% 554
2025
Q1
$5.39K Sell
67
-120
-64% -$9.66K ﹤0.01% 540
2024
Q4
$17.9K Sell
187
-5
-3% -$478 0.01% 318
2024
Q3
$19.4K Buy
+192
New +$19.4K 0.01% 316
2021
Q4
Sell
-963
Closed -$100K 793
2021
Q3
$100K Sell
963
-107
-10% -$11.1K 0.07% 192
2021
Q2
$125K Sell
1,070
-10
-0.9% -$1.17K 0.09% 163
2021
Q1
$110K Sell
1,080
-33
-3% -$3.36K 0.09% 177
2020
Q4
$117K Buy
+1,113
New +$117K 0.1% 162