Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-47
Closed -$1.3K 790
2025
Q1
$1.3K Buy
+47
New +$1.3K ﹤0.01% 569
2024
Q4
Sell
-254
Closed -$9.11K 715
2024
Q3
$9.11K Hold
254
﹤0.01% 508
2024
Q2
$8.9K Hold
254
﹤0.01% 717
2024
Q1
$7.68K Buy
+254
New +$7.68K ﹤0.01% 663
2023
Q3
Sell
-21
Closed -$645 733
2023
Q2
$645 Buy
+21
New +$645 ﹤0.01% 613
2022
Q4
Sell
-766
Closed -$19K 1132
2022
Q3
$19K Buy
766
+515
+205% +$12.8K ﹤0.01% 474
2022
Q2
$8K Buy
+251
New +$8K ﹤0.01% 656
2020
Q4
Sell
-94
Closed -$2K 544
2020
Q3
$2K Buy
+94
New +$2K ﹤0.01% 509