Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-108
Closed -$10.8K 840
2025
Q1
$10.8K Sell
108
-23
-18% -$2.3K ﹤0.01% 566
2024
Q4
$14.3K Sell
131
-16
-11% -$1.75K ﹤0.01% 525
2024
Q3
$16.9K Sell
147
-8
-5% -$920 ﹤0.01% 539
2024
Q2
$15.5K Hold
155
﹤0.01% 550
2024
Q1
$17.1K Hold
155
0.01% 561
2023
Q4
$16.6K Hold
155
0.01% 563
2023
Q3
$15.3K Hold
155
﹤0.01% 689
2023
Q2
$16.3K Sell
155
-15
-9% -$1.58K ﹤0.01% 687
2023
Q1
$16.4K Sell
170
-23
-12% -$2.21K ﹤0.01% 684
2022
Q4
$17K Buy
+193
New +$17K ﹤0.01% 681