Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-161
Closed -$739 3099
2025
Q1
$739 Buy
161
+28
+21% +$129 ﹤0.01% 2418
2024
Q4
$824 Sell
133
-67
-34% -$415 ﹤0.01% 2214
2024
Q3
$1.37K Hold
200
﹤0.01% 2163
2024
Q2
$1.07K Buy
+200
New +$1.07K ﹤0.01% 2158
2022
Q4
Sell
-989
Closed -$8K 1295
2022
Q3
$8K Hold
989
﹤0.01% 690
2022
Q2
$9K Hold
989
﹤0.01% 664
2022
Q1
$21K Buy
989
+680
+220% +$14.4K ﹤0.01% 562
2021
Q4
$9K Hold
309
﹤0.01% 680
2021
Q3
$11K Buy
309
+108
+54% +$3.85K ﹤0.01% 629
2021
Q2
$10K Buy
+201
New +$10K ﹤0.01% 664