Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-143
Closed -$6.75K 274
2025
Q1
$6.75K Hold
143
﹤0.01% 499
2024
Q4
$7.56K Hold
143
﹤0.01% 571
2024
Q3
$7.94K Hold
143
﹤0.01% 576
2024
Q2
$8.44K Hold
143
﹤0.01% 544
2024
Q1
$9.83K Hold
143
﹤0.01% 492
2023
Q4
$11.6K Hold
143
﹤0.01% 490
2023
Q3
$9.24K Hold
143
﹤0.01% 509
2023
Q2
$12.1K Hold
143
0.01% 464
2023
Q1
$15.9K Hold
143
0.01% 369
2022
Q4
$17.1K Sell
143
-105
-42% -$12.6K 0.01% 348
2022
Q3
$25K Hold
248
0.01% 300
2022
Q2
$18K Sell
248
-100
-29% -$7.26K 0.01% 366
2022
Q1
$43K Hold
348
0.02% 283
2021
Q4
$76K Sell
348
-5
-1% -$1.09K 0.03% 233
2021
Q3
$73K Buy
+353
New +$73K 0.03% 240