Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5
Closed -$317 481
2025
Q1
$317 Buy
+5
New +$317 ﹤0.01% 403
2024
Q4
Hold
0
420
2024
Q2
Sell
-16
Closed -$1.5K 387
2024
Q1
$1.5K Sell
16
-88
-85% -$8.27K ﹤0.01% 377
2023
Q4
$11.3K Hold
104
0.01% 245
2023
Q3
$9.94K Hold
104
0.01% 288
2023
Q2
$11.5K Buy
+104
New +$11.5K 0.01% 242
2023
Q1
Sell
-277
Closed -$32.4K 291
2022
Q4
$32.4K Sell
277
-11
-4% -$1.29K 0.02% 128
2022
Q3
$24K Sell
288
-176
-38% -$14.7K 0.02% 144
2022
Q2
$48K Sell
464
-2,457
-84% -$254K 0.03% 167
2022
Q1
$393K Buy
+2,921
New +$393K 0.22% 96
2021
Q2
$671K Buy
+4,345
New +$671K 0.42% 68