Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87K Sell
426
-4,358
-91% -$19.2K ﹤0.01% 6502
2025
Q1
$18.1K Buy
4,784
+2,167
+83% +$8.21K ﹤0.01% 5389
2024
Q4
$11.5K Sell
2,617
-780
-23% -$3.43K ﹤0.01% 5633
2024
Q3
$6.05K Hold
3,397
﹤0.01% 6009
2024
Q2
$5.67K Buy
3,397
+2,395
+239% +$4K ﹤0.01% 6007
2024
Q1
$1.52K Hold
1,002
﹤0.01% 6399
2023
Q4
$1.02K Sell
1,002
-1,002
-50% -$1.02K ﹤0.01% 6600
2023
Q3
$2.38K Buy
2,004
+1,002
+100% +$1.19K ﹤0.01% 6459
2023
Q2
$1.17K Hold
1,002
﹤0.01% 6703
2023
Q1
$1.14K Hold
1,002
﹤0.01% 6788
2022
Q4
$1K Buy
+1,002
New +$1K ﹤0.01% 6780
2022
Q3
Sell
-500
Closed -$1K 7145
2022
Q2
$1K Hold
500
﹤0.01% 6947
2022
Q1
$1K Hold
500
﹤0.01% 6839
2021
Q4
$2K Hold
500
﹤0.01% 6849
2021
Q3
$2K Hold
500
﹤0.01% 6787
2021
Q2
$3K Sell
500
-15,450
-97% -$92.7K ﹤0.01% 6534
2021
Q1
$134K Buy
+15,950
New +$134K ﹤0.01% 4111