Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.1K Hold
733
﹤0.01% 648
2025
Q1
$14.4K Sell
733
-238
-25% -$4.66K ﹤0.01% 637
2024
Q4
$20.3K Hold
971
0.01% 585
2024
Q3
$23.7K Hold
971
0.01% 544
2024
Q2
$24.4K Hold
971
0.01% 521
2024
Q1
$29K Buy
971
+131
+16% +$3.92K 0.01% 490
2023
Q4
$26.7K Buy
840
+638
+316% +$20.3K 0.01% 487
2023
Q3
$7.13K Hold
202
﹤0.01% 656
2023
Q2
$7.68K Hold
202
﹤0.01% 634
2023
Q1
$7.63K Hold
202
﹤0.01% 653
2022
Q4
$9K Hold
202
﹤0.01% 588
2022
Q3
$6K Sell
202
-29
-13% -$861 ﹤0.01% 615
2022
Q2
$8K Hold
231
﹤0.01% 594
2022
Q1
$8K Hold
231
﹤0.01% 618
2021
Q4
$9K Hold
231
﹤0.01% 602
2021
Q3
$10K Buy
+231
New +$10K ﹤0.01% 584
2021
Q1
Sell
-148
Closed -$6K 732
2020
Q4
$6K Hold
148
﹤0.01% 592
2020
Q3
$5K Buy
+148
New +$5K ﹤0.01% 597