Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-188
Closed -$86.1K 69
2025
Q1
$86.1K Hold
188
﹤0.01% 446
2024
Q4
$76K Hold
188
﹤0.01% 446
2024
Q3
$94.9K Hold
188
﹤0.01% 448
2024
Q2
$86.8K Buy
188
+4
+2% +$1.85K ﹤0.01% 448
2024
Q1
$69.7K Hold
184
﹤0.01% 466
2023
Q4
$59.6K Buy
184
+41
+29% +$13.3K ﹤0.01% 432
2023
Q3
$44.9K Sell
143
-68
-32% -$21.3K ﹤0.01% 391
2023
Q2
$71.9K Buy
+211
New +$71.9K ﹤0.01% 379
2022
Q4
$60K Sell
200
-13
-6% -$3.9K ﹤0.01% 352
2022
Q3
$56K Sell
213
-3
-1% -$789 ﹤0.01% 357
2022
Q2
$61K Sell
216
-55
-20% -$15.5K ﹤0.01% 353
2022
Q1
$82K Sell
271
-128
-32% -$38.7K ﹤0.01% 288
2021
Q4
$99K Buy
+399
New +$99K ﹤0.01% 284