Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996 Hold
89
﹤0.01% 3580
2025
Q1
$820 Sell
89
-259
-74% -$2.39K ﹤0.01% 3580
2024
Q4
$2.74K Buy
348
+259
+291% +$2.04K ﹤0.01% 3433
2024
Q3
$1.12K Hold
89
﹤0.01% 3569
2024
Q2
$535 Hold
89
﹤0.01% 3621
2024
Q1
$592 Sell
89
-1,325
-94% -$8.81K ﹤0.01% 3666
2023
Q4
$14.6K Sell
1,414
-478
-25% -$4.93K ﹤0.01% 3050
2023
Q3
$13.3K Buy
+1,892
New +$13.3K ﹤0.01% 3133
2021
Q2
Sell
-3,069
Closed -$201K 2359
2021
Q1
$201K Sell
3,069
-267
-8% -$17.5K ﹤0.01% 2252
2020
Q4
$252K Buy
+3,336
New +$252K ﹤0.01% 2182