Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-290
Closed -$2.53K 1464
2025
Q1
$2.53K Sell
290
-586
-67% -$5.1K ﹤0.01% 1339
2024
Q4
$9.44K Buy
876
+671
+327% +$7.23K ﹤0.01% 1028
2024
Q3
$2.19K Hold
205
﹤0.01% 1203
2024
Q2
$3.41K Hold
205
﹤0.01% 1072
2024
Q1
$2.35K Sell
205
-700
-77% -$8.04K ﹤0.01% 1129
2023
Q4
$15.3K Hold
905
﹤0.01% 726
2023
Q3
$8.06K Hold
905
﹤0.01% 798
2023
Q2
$10.7K Sell
905
-63
-7% -$746 ﹤0.01% 724
2023
Q1
$10.9K Buy
968
+563
+139% +$6.31K ﹤0.01% 710
2022
Q4
$3.63K Hold
405
﹤0.01% 970
2022
Q3
$4K Hold
405
﹤0.01% 983
2022
Q2
$5K Buy
405
+200
+98% +$2.47K ﹤0.01% 818
2022
Q1
$7K Sell
205
-30
-13% -$1.02K ﹤0.01% 675
2021
Q4
$11K Buy
235
+30
+15% +$1.4K ﹤0.01% 596
2021
Q3
$15K Hold
205
﹤0.01% 539
2021
Q2
$14K Hold
205
﹤0.01% 516
2021
Q1
$10K Hold
205
﹤0.01% 527
2020
Q4
$10K Hold
205
﹤0.01% 489
2020
Q3
$8K Buy
+205
New +$8K ﹤0.01% 487