Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,128
Closed -$13K 4451
2025
Q1
$13K Hold
16,128
﹤0.01% 4114
2024
Q4
$15K Hold
16,128
﹤0.01% 4141
2024
Q3
$16K Hold
16,128
﹤0.01% 4085
2024
Q2
$20K Hold
16,128
﹤0.01% 3899
2024
Q1
$21K Hold
16,128
﹤0.01% 3948
2023
Q4
$20K Hold
16,128
﹤0.01% 3970
2023
Q3
$21K Hold
16,128
﹤0.01% 3896
2023
Q2
$28K Sell
16,128
-23,559
-59% -$40.9K ﹤0.01% 3897
2023
Q1
$58K Buy
39,687
+12,634
+47% +$18.5K ﹤0.01% 3745
2022
Q4
$44K Buy
27,053
+9,200
+52% +$15K ﹤0.01% 3815
2022
Q3
$60K Sell
17,853
-2,024
-10% -$6.8K ﹤0.01% 3600
2022
Q2
$72K Buy
19,877
+9,609
+94% +$34.8K ﹤0.01% 3600
2022
Q1
$77K Buy
+10,268
New +$77K ﹤0.01% 3799