Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
536
﹤0.01% 2613
2025
Q1
$8K Hold
536
﹤0.01% 2500
2024
Q4
$10K Hold
536
﹤0.01% 2455
2024
Q3
$11K Hold
536
﹤0.01% 2427
2024
Q2
$10K Hold
536
﹤0.01% 2479
2024
Q1
$8K Sell
536
-853
-61% -$12.7K ﹤0.01% 2548
2023
Q4
$28K Sell
1,389
-159
-10% -$3.21K ﹤0.01% 2507
2023
Q3
$28K Hold
1,548
﹤0.01% 2504
2023
Q2
$26K Sell
1,548
-5,773
-79% -$97K ﹤0.01% 2616
2023
Q1
$135K Buy
7,321
+30
+0.4% +$553 ﹤0.01% 1938
2022
Q4
$159K Hold
7,291
﹤0.01% 1941
2022
Q3
$157K Sell
7,291
-279
-4% -$6.01K ﹤0.01% 1944
2022
Q2
$197K Sell
7,570
-1,148
-13% -$29.9K ﹤0.01% 1885
2022
Q1
$333K Sell
8,718
-1,396
-14% -$53.3K ﹤0.01% 1723
2021
Q4
$485K Sell
10,114
-171
-2% -$8.2K ﹤0.01% 1595
2021
Q3
$409K Sell
10,285
-168
-2% -$6.68K ﹤0.01% 1690
2021
Q2
$512K Buy
+10,453
New +$512K ﹤0.01% 1627