Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.1K Sell
580
-151
-21% -$14.1K 0.02% 191
2025
Q1
$53.3K Hold
731
0.02% 189
2024
Q4
$44.1K Sell
731
-23
-3% -$1.39K 0.02% 199
2024
Q3
$56.7K Buy
+754
New +$56.7K 0.02% 187
2024
Q2
Sell
-754
Closed -$58.1K 243
2024
Q1
$58.1K Hold
754
0.02% 183
2023
Q4
$46.4K Buy
+754
New +$46.4K 0.02% 191
2023
Q2
Sell
-580
Closed -$18.4K 255
2023
Q1
$18.4K Hold
580
0.01% 212
2022
Q4
$14.3K Buy
+580
New +$14.3K 0.01% 202
2022
Q3
Sell
-280
Closed -$5.73K 241
2022
Q2
$5.73K Buy
+280
New +$5.73K ﹤0.01% 218
2021
Q1
Sell
-280
Closed -$14.3K 232
2020
Q4
$14.3K Hold
280
0.01% 206
2020
Q3
$10.2K Hold
280
0.01% 204
2020
Q2
$8.7K Hold
280
﹤0.01% 192
2020
Q1
$7.82K Buy
+280
New +$7.82K ﹤0.01% 188