Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.71K Hold
16
﹤0.01% 405
2025
Q1
$6.39K Sell
16
-31
-66% -$12.4K ﹤0.01% 398
2024
Q4
$16.9K Buy
47
+16
+52% +$5.75K ﹤0.01% 355
2024
Q3
$10.7K Hold
31
﹤0.01% 328
2024
Q2
$9.1K Hold
31
﹤0.01% 339
2024
Q1
$10.3K Hold
31
﹤0.01% 314
2023
Q4
$9.02K Buy
31
+26
+520% +$7.57K ﹤0.01% 316
2023
Q3
$1.62K Buy
+5
New +$1.62K ﹤0.01% 394
2022
Q3
Sell
-2
Closed -$1K 442
2022
Q2
$1K Hold
2
﹤0.01% 441
2022
Q1
$1K Sell
2
-2
-50% -$1K ﹤0.01% 504
2021
Q4
$1K Sell
4
-13
-76% -$3.25K ﹤0.01% 561
2021
Q3
$5K Hold
17
﹤0.01% 408
2021
Q2
$4K Buy
+17
New +$4K ﹤0.01% 418
2020
Q4
$4K Buy
+17
New +$4K ﹤0.01% 390