Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2932
2025
Q1
Hold
0
-$429 4652
2024
Q4
Hold
0
3459
2024
Q2
Sell
-13
Closed -$1.21K 3332
2024
Q1
$1.21K Hold
13
﹤0.01% 2818
2023
Q4
$1.59K Sell
13
-3
-19% -$366 ﹤0.01% 2729
2023
Q3
$1.83K Hold
16
﹤0.01% 2864
2023
Q2
$1.89K Hold
16
﹤0.01% 2902
2023
Q1
$298 Hold
16
﹤0.01% 3243
2022
Q4
$2K Sell
16
-153
-91% -$19.1K ﹤0.01% 4212
2022
Q3
$8K Buy
169
+9
+6% +$426 ﹤0.01% 3804
2022
Q2
$7K Hold
160
﹤0.01% 3625
2022
Q1
$7K Buy
160
+96
+150% +$4.2K ﹤0.01% 3625
2021
Q4
$19K Buy
+64
New +$19K ﹤0.01% 1943
2021
Q3
Hold
0
4401
2021
Q2
Sell
-774
Closed -$75K 4184
2021
Q1
$75K Buy
+774
New +$75K ﹤0.01% 1292