Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.6K Buy
167
+35
+27% +$3.27K ﹤0.01% 310
2025
Q1
$9.62K Buy
+132
New +$9.62K ﹤0.01% 322
2024
Q4
Sell
-478
Closed -$35.9K 628
2024
Q3
$35.9K Hold
478
0.01% 315
2024
Q2
$34.7K Hold
478
0.01% 278
2024
Q1
$36.8K Sell
478
-671
-58% -$51.7K 0.01% 282
2023
Q4
$70.7K Buy
1,149
+671
+140% +$41.3K 0.03% 191
2023
Q3
$22K Buy
+478
New +$22K 0.01% 463
2022
Q1
Sell
-480
Closed -$20K 337
2021
Q4
$20K Buy
+480
New +$20K 0.02% 210