Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.32K Buy
23
+9
+64% +$2.08K ﹤0.01% 354
2025
Q1
$3.06K Buy
+14
New +$3.06K ﹤0.01% 308
2023
Q1
Sell
-129
Closed -$40K 311
2022
Q4
$40K Hold
129
﹤0.01% 186
2022
Q3
$43K Sell
129
-273
-68% -$91K ﹤0.01% 191
2022
Q2
$113K Hold
402
﹤0.01% 139
2022
Q1
$139K Hold
402
﹤0.01% 145
2021
Q4
$167K Hold
402
﹤0.01% 143
2021
Q3
$199K Hold
402
0.01% 130
2021
Q2
$146K Hold
402
﹤0.01% 147
2021
Q1
$149K Buy
+402
New +$149K ﹤0.01% 141