Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Buy
40
+3
+8% +$1.08K ﹤0.01% 937
2025
Q1
$15K Hold
37
﹤0.01% 902
2024
Q4
$13.5K Sell
37
-3
-8% -$1.09K ﹤0.01% 886
2024
Q3
$14K Buy
40
+3
+8% +$1.05K ﹤0.01% 880
2024
Q2
$11K Hold
37
﹤0.01% 890
2024
Q1
$12.5K Hold
37
﹤0.01% 818
2023
Q4
$10.9K Sell
37
-200
-84% -$58.9K ﹤0.01% 822
2023
Q3
$77K Hold
237
0.01% 401
2023
Q2
$81.9K Hold
237
0.02% 397
2023
Q1
$74.8K Buy
+237
New +$74.8K 0.02% 406
2022
Q4
Sell
-237
Closed -$64K 153
2022
Q3
$64K Hold
237
0.02% 385
2022
Q2
$64K Buy
237
+37
+19% +$9.99K 0.02% 398
2022
Q1
$65K Hold
200
0.01% 381
2021
Q4
$60K Hold
200
0.01% 373
2021
Q3
$57K Hold
200
0.01% 366
2021
Q2
$48K Hold
200
0.01% 409
2021
Q1
$46K Buy
+200
New +$46K 0.01% 397