Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89K Sell
15
-9
-38% -$1.14K ﹤0.01% 1003
2025
Q1
$2.58K Buy
24
+9
+60% +$968 ﹤0.01% 973
2024
Q4
$1.97K Sell
15
-4
-21% -$525 ﹤0.01% 993
2024
Q3
$2.04K Buy
19
+4
+27% +$430 ﹤0.01% 978
2024
Q2
$1.59K Hold
15
﹤0.01% 1001
2024
Q1
$1.83K Hold
15
﹤0.01% 943
2023
Q4
$1.31K Buy
+15
New +$1.31K ﹤0.01% 951
2023
Q3
Sell
-15
Closed -$885 979
2023
Q2
$885 Buy
+15
New +$885 ﹤0.01% 959
2022
Q4
Sell
-8
Closed 1018
2022
Q3
$0 Hold
8
﹤0.01% 947
2022
Q2
$0 Sell
8
-9
-53% ﹤0.01% 1006
2022
Q1
$1K Sell
17
-8
-32% -$471 ﹤0.01% 937
2021
Q4
$1K Buy
+25
New +$1K ﹤0.01% 891
2021
Q3
Sell
-43
Closed -$2K 901
2021
Q2
$2K Hold
43
﹤0.01% 897
2021
Q1
$2K Buy
+43
New +$2K ﹤0.01% 727