Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37
Closed -$2.18K 1104
2025
Q1
$2.18K Hold
37
﹤0.01% 966
2024
Q4
$2.56K Hold
37
﹤0.01% 1187
2024
Q3
$2.77K Hold
37
﹤0.01% 974
2024
Q2
$2.5K Hold
37
﹤0.01% 920
2024
Q1
$2.97K Buy
37
+4
+12% +$321 ﹤0.01% 892
2023
Q4
$3.69K Hold
33
﹤0.01% 829
2023
Q3
$3.53K Buy
33
+2
+6% +$214 ﹤0.01% 828
2023
Q2
$4.23K Hold
31
﹤0.01% 806
2023
Q1
$3.2K Sell
31
-7
-18% -$721 ﹤0.01% 804
2022
Q4
$3.39K Buy
+38
New +$3.39K ﹤0.01% 806