Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-240
Closed -$11.2K 3731
2025
Q1
$11.2K Hold
240
﹤0.01% 2466
2024
Q4
$11.6K Hold
240
﹤0.01% 2378
2024
Q3
$10.1K Hold
240
﹤0.01% 2358
2024
Q2
$7.96K Hold
240
﹤0.01% 2355
2024
Q1
$9.18K Hold
240
﹤0.01% 2256
2023
Q4
$10.8K Hold
240
﹤0.01% 2113
2023
Q3
$14.1K Hold
240
﹤0.01% 1902
2023
Q2
$13K Hold
240
﹤0.01% 1929
2023
Q1
$11.3K Hold
240
﹤0.01% 1963
2022
Q4
$12.9K Hold
240
﹤0.01% 1846
2022
Q3
$13K Hold
240
﹤0.01% 1835
2022
Q2
$13K Buy
+240
New +$13K ﹤0.01% 1835
2021
Q4
$30K Sell
240
-1
-0.4% -$125 ﹤0.01% 1493
2021
Q3
$32K Sell
241
-13
-5% -$1.73K ﹤0.01% 2038
2021
Q2
$27K Hold
254
﹤0.01% 2177
2021
Q1
$22K Buy
+254
New +$22K ﹤0.01% 2167