Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316 Buy
+3
New +$316 ﹤0.01% 694
2024
Q4
Sell
-73
Closed -$3.23K 766
2024
Q3
$3.23K Hold
73
﹤0.01% 605
2024
Q2
$2.72K Sell
73
-200
-73% -$7.44K ﹤0.01% 856
2024
Q1
$10.4K Buy
+273
New +$10.4K ﹤0.01% 613
2023
Q4
Sell
-450
Closed -$13K 637
2023
Q3
$13K Sell
450
-3
-0.7% -$87 ﹤0.01% 226
2023
Q2
$18.3K Sell
453
-99
-18% -$3.99K ﹤0.01% 353
2023
Q1
$24.8K Hold
552
﹤0.01% 390
2022
Q4
$15.7K Hold
552
﹤0.01% 463
2022
Q3
$20K Hold
552
﹤0.01% 464
2022
Q2
$18K Buy
+552
New +$18K ﹤0.01% 451