Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$2.01K 832
2025
Q1
$2.01K Buy
+200
New +$2.01K ﹤0.01% 734
2024
Q4
Sell
-696
Closed -$7.35K 834
2024
Q3
$7.35K Hold
696
﹤0.01% 663
2024
Q2
$8.73K Hold
696
﹤0.01% 632
2024
Q1
$9.24K Buy
696
+230
+49% +$3.05K ﹤0.01% 660
2023
Q4
$5.68K Sell
466
-182
-28% -$2.22K ﹤0.01% 709
2023
Q3
$8.05K Sell
648
-73
-10% -$907 ﹤0.01% 795
2023
Q2
$10.9K Buy
721
+139
+24% +$2.1K ﹤0.01% 757
2023
Q1
$7.33K Sell
582
-1,073
-65% -$13.5K ﹤0.01% 810
2022
Q4
$19K Buy
+1,655
New +$19K 0.01% 660