Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$615 1318
2025
Q1
$615 Sell
1
-11
-92% -$6.77K ﹤0.01% 1187
2024
Q4
$6.36K Hold
12
﹤0.01% 850
2024
Q3
$7.21K Hold
12
﹤0.01% 803
2024
Q2
$6.51K Hold
12
﹤0.01% 799
2024
Q1
$7.7K Hold
12
﹤0.01% 786
2023
Q4
$7.02K Buy
+12
New +$7.02K ﹤0.01% 773
2023
Q3
Sell
-21
Closed -$11.4K 355
2023
Q2
$11.4K Buy
21
+9
+75% +$4.88K ﹤0.01% 707
2023
Q1
$6.45K Hold
12
﹤0.01% 740
2022
Q4
$6.13K Hold
12
﹤0.01% 718
2022
Q3
$5K Hold
12
﹤0.01% 716
2022
Q2
$6K Hold
12
﹤0.01% 712
2022
Q1
$6K Hold
12
﹤0.01% 741
2021
Q4
$6K Buy
+12
New +$6K ﹤0.01% 715
2021
Q3
Sell
-18
Closed -$9K 453
2021
Q2
$9K Buy
18
+6
+50% +$3K ﹤0.01% 668
2021
Q1
$6K Buy
+12
New +$6K ﹤0.01% 588