Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$25 2830
2025
Q1
$25 Sell
1
-514
-100% -$12.9K ﹤0.01% 2172
2024
Q4
$17.4K Hold
515
﹤0.01% 1426
2024
Q3
$24.7K Hold
515
﹤0.01% 1367
2024
Q2
$24.3K Hold
515
﹤0.01% 1325
2024
Q1
$28.7K Hold
515
﹤0.01% 878
2023
Q4
$27.8K Sell
515
-655
-56% -$35.3K ﹤0.01% 879
2023
Q3
$58.5K Buy
1,170
+655
+127% +$32.7K ﹤0.01% 854
2023
Q2
$26.5K Hold
515
﹤0.01% 852
2023
Q1
$28.6K Hold
515
﹤0.01% 783
2022
Q4
$27.3K Hold
515
﹤0.01% 739
2022
Q3
$22K Hold
515
﹤0.01% 755
2022
Q2
$24K Buy
+515
New +$24K ﹤0.01% 759