Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.72K Hold
134
﹤0.01% 717
2025
Q1
$6.32K Sell
134
-3,162
-96% -$149K ﹤0.01% 715
2024
Q4
$174K Sell
3,296
-2
-0.1% -$106 0.01% 247
2024
Q3
$183K Sell
3,298
-12
-0.4% -$666 0.01% 241
2024
Q2
$195K Hold
3,310
0.01% 231
2024
Q1
$227K Buy
3,310
+3,296
+23,543% +$227K 0.02% 217
2023
Q4
$1.14K Buy
14
+4
+40% +$324 ﹤0.01% 822
2023
Q3
$646 Buy
+10
New +$646 ﹤0.01% 863
2023
Q2
Sell
-13
Closed -$1.45K 877
2023
Q1
$1.45K Hold
13
﹤0.01% 743
2022
Q4
$1.56K Buy
+13
New +$1.56K ﹤0.01% 705
2021
Q2
Sell
-10
Closed -$2K 597
2021
Q1
$2K Buy
+10
New +$2K ﹤0.01% 497