Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4038
2024
Q1
Sell
-499
Closed -$12.8K 3190
2023
Q4
$12.8K Sell
499
-142
-22% -$3.63K ﹤0.01% 2097
2023
Q3
$12.8K Buy
641
+3
+0.5% +$60 ﹤0.01% 2156
2023
Q2
$17.2K Buy
638
+122
+24% +$3.29K ﹤0.01% 2085
2023
Q1
$12.4K Sell
516
-259
-33% -$6.21K ﹤0.01% 2213
2022
Q4
$29K Buy
775
+160
+26% +$5.99K ﹤0.01% 2625
2022
Q3
$25K Buy
615
+473
+333% +$19.2K ﹤0.01% 2897
2022
Q2
$4K Hold
142
﹤0.01% 3898
2022
Q1
$4K Buy
142
+7
+5% +$197 ﹤0.01% 3898
2021
Q4
$9K Hold
135
﹤0.01% 2232
2021
Q3
$9K Sell
135
-15
-10% -$1K ﹤0.01% 2269
2021
Q2
$12K Hold
150
﹤0.01% 2136
2021
Q1
$8K Buy
+150
New +$8K ﹤0.01% 2214