Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11
Closed -$253 1314
2025
Q1
$253 Buy
+11
New +$253 ﹤0.01% 1095
2023
Q3
Sell
-53
Closed -$2.42K 625
2023
Q2
$2.42K Sell
53
-71
-57% -$3.24K ﹤0.01% 502
2023
Q1
$5.55K Buy
124
+92
+288% +$4.12K ﹤0.01% 441
2022
Q4
$1.41K Hold
32
﹤0.01% 535
2022
Q3
$1K Hold
32
﹤0.01% 370
2022
Q2
$2K Hold
32
﹤0.01% 319
2022
Q1
$2K Buy
+32
New +$2K ﹤0.01% 336
2020
Q1
Hold
0
358
2019
Q4
Hold
0
310