Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2K Hold
4,229
﹤0.01% 1606
2025
Q1
$36.7K Hold
4,229
﹤0.01% 1302
2024
Q4
$51.3K Sell
4,229
-133
-3% -$1.62K ﹤0.01% 1172
2024
Q3
$73.3K Buy
+4,362
New +$73.3K ﹤0.01% 1037
2024
Q2
Sell
-4,887
Closed -$77.1K 2261
2024
Q1
$77.1K Buy
+4,887
New +$77.1K ﹤0.01% 951
2022
Q4
$84.1K Buy
+5,524
New +$84.1K 0.01% 793
2022
Q3
Sell
-5,924
Closed -$143K 1512
2022
Q2
$143K Buy
+5,924
New +$143K 0.01% 594
2022
Q1
Sell
-4,620
Closed -$210K 1501
2021
Q4
$210K Buy
+4,620
New +$210K 0.01% 526