Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289 Buy
+21
New +$289 ﹤0.01% 704
2024
Q4
Sell
-511
Closed -$5.73K 770
2024
Q3
$5.73K Hold
511
﹤0.01% 557
2024
Q2
$6.86K Sell
511
-20
-4% -$268 ﹤0.01% 747
2024
Q1
$5.82K Buy
+531
New +$5.82K ﹤0.01% 705
2023
Q4
Sell
-475
Closed -$11.5K 642
2023
Q3
$11.5K Hold
475
﹤0.01% 236
2023
Q2
$7.91K Buy
475
+50
+12% +$833 ﹤0.01% 430
2023
Q1
$6.58K Buy
425
+68
+19% +$1.05K ﹤0.01% 605
2022
Q4
$6.58K Sell
357
-348
-49% -$6.41K ﹤0.01% 626
2022
Q3
$23K Buy
705
+355
+101% +$11.6K ﹤0.01% 436
2022
Q2
$9K Hold
350
﹤0.01% 633
2022
Q1
$18K Buy
350
+200
+133% +$10.3K ﹤0.01% 304
2021
Q4
$16K Buy
+150
New +$16K ﹤0.01% 283