Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2687
2025
Q1
Sell
-97
Closed -$4K 2756
2024
Q4
$4K Hold
97
﹤0.01% 2094
2024
Q3
$4K Buy
+97
New +$4K ﹤0.01% 2050
2024
Q2
Sell
-389
Closed -$21K 2156
2024
Q1
$21K Hold
389
﹤0.01% 1423
2023
Q4
$21K Sell
389
-310
-44% -$16.7K ﹤0.01% 1469
2023
Q3
$54K Hold
699
﹤0.01% 1335
2023
Q2
$58K Buy
699
+17
+2% +$1.41K ﹤0.01% 1352
2023
Q1
$46K Sell
682
-1,463
-68% -$98.7K ﹤0.01% 1235
2022
Q4
$129K Buy
+2,145
New +$129K ﹤0.01% 984