Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7K Hold
3,120
﹤0.01% 503
2025
Q1
$11.9K Sell
3,120
-40
-1% -$152 ﹤0.01% 484
2024
Q4
$13.8K Sell
3,160
-115
-4% -$501 ﹤0.01% 477
2024
Q3
$21.9K Hold
3,275
﹤0.01% 440
2024
Q2
$13.6K Sell
3,275
-175
-5% -$728 ﹤0.01% 450
2024
Q1
$15.5K Sell
3,450
-200
-5% -$900 ﹤0.01% 450
2023
Q4
$33.1K Buy
+3,650
New +$33.1K ﹤0.01% 383
2021
Q3
Sell
-20,022
Closed -$1.07M 213
2021
Q2
$1.07M Buy
+20,022
New +$1.07M 0.19% 108