Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-36
Closed -$314 684
2025
Q1
$314 Sell
36
-698
-95% -$6.09K ﹤0.01% 695
2024
Q4
$9.13K Hold
734
﹤0.01% 543
2024
Q3
$8.51K Hold
734
﹤0.01% 563
2024
Q2
$7.79K Buy
734
+8
+1% +$85 ﹤0.01% 558
2024
Q1
$8.67K Sell
726
-5
-0.7% -$60 ﹤0.01% 508
2023
Q4
$7.92K Hold
731
﹤0.01% 549
2023
Q3
$7.21K Buy
731
+5
+0.7% +$49 ﹤0.01% 539
2023
Q2
$7.25K Sell
726
-104
-13% -$1.04K ﹤0.01% 534
2023
Q1
$7.98K Hold
830
﹤0.01% 469
2022
Q4
$9.24K Sell
830
-47
-5% -$523 ﹤0.01% 439
2022
Q3
$7K Sell
877
-52
-6% -$415 ﹤0.01% 497
2022
Q2
$10K Hold
929
﹤0.01% 465
2022
Q1
$10K Buy
929
+1
+0.1% +$11 ﹤0.01% 474
2021
Q4
$13K Sell
928
-131
-12% -$1.84K 0.01% 470
2021
Q3
$14K Buy
+1,059
New +$14K 0.01% 449