Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14
Closed -$1.01K 1418
2025
Q1
$1.01K Buy
+14
New +$1.01K ﹤0.01% 1110
2024
Q4
Sell
-8
Closed -$826 1337
2024
Q3
$826 Hold
8
﹤0.01% 1101
2024
Q2
$928 Buy
+8
New +$928 ﹤0.01% 1088
2023
Q2
Sell
-10
Closed -$1.02K 1052
2023
Q1
$1.02K Hold
10
﹤0.01% 902
2022
Q4
$906 Buy
+10
New +$906 ﹤0.01% 870
2022
Q2
Sell
-35
Closed -$4K 977
2022
Q1
$4K Buy
+35
New +$4K ﹤0.01% 809
2021
Q3
Sell
-90
Closed -$18K 765
2021
Q2
$18K Buy
90
+15
+20% +$3K 0.01% 552
2021
Q1
$14K Buy
+75
New +$14K 0.01% 479