Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-304
Closed -$17.7K 2339
2025
Q1
$17.7K Buy
304
+4
+1% +$232 ﹤0.01% 1226
2024
Q4
$20.7K Hold
300
﹤0.01% 1109
2024
Q3
$20K Hold
300
﹤0.01% 1188
2024
Q2
$22.2K Hold
300
﹤0.01% 1049
2024
Q1
$29.9K Sell
300
-28
-9% -$2.79K ﹤0.01% 968
2023
Q4
$27.2K Buy
328
+2
+0.6% +$166 ﹤0.01% 994
2023
Q3
$20.1K Buy
326
+1
+0.3% +$62 ﹤0.01% 1028
2023
Q2
$21.3K Buy
325
+2
+0.6% +$131 ﹤0.01% 1064
2023
Q1
$15.7K Buy
323
+8
+3% +$389 ﹤0.01% 1157
2022
Q4
$13.3K Buy
315
+115
+58% +$4.87K ﹤0.01% 1209
2022
Q3
$9K Buy
200
+95
+90% +$4.28K ﹤0.01% 1359
2022
Q2
$6K Buy
+105
New +$6K ﹤0.01% 1475