Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.39K Hold
211
﹤0.01% 2929
2025
Q1
$3.74K Sell
211
-52
-20% -$921 ﹤0.01% 2918
2024
Q4
$4.08K Sell
263
-183
-41% -$2.84K ﹤0.01% 2810
2024
Q3
$6.86K Hold
446
﹤0.01% 2513
2024
Q2
$6.1K Hold
446
﹤0.01% 2440
2024
Q1
$6.25K Hold
446
﹤0.01% 2389
2023
Q4
$5.99K Buy
446
+235
+111% +$3.16K ﹤0.01% 2343
2023
Q3
$2.71K Hold
211
﹤0.01% 2474
2023
Q2
$2.38K Buy
+211
New +$2.38K ﹤0.01% 2499
2021
Q4
Sell
-219
Closed -$3K 3209
2021
Q3
$3K Buy
219
+2
+0.9% +$27 ﹤0.01% 3196
2021
Q2
$3K Buy
217
+1
+0.5% +$14 ﹤0.01% 3250
2021
Q1
$3K Buy
+216
New +$3K ﹤0.01% 3095