Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-194
Closed -$15K 289
2025
Q1
$15K Hold
194
﹤0.01% 824
2024
Q4
$18.8K Hold
194
﹤0.01% 808
2024
Q3
$18.4K Hold
194
﹤0.01% 898
2024
Q2
$16.2K Hold
194
﹤0.01% 905
2024
Q1
$16.7K Hold
194
﹤0.01% 924
2023
Q4
$16K Hold
194
﹤0.01% 884
2023
Q3
$13.9K Hold
194
﹤0.01% 861
2023
Q2
$14.7K Hold
194
﹤0.01% 845
2023
Q1
$12.2K Hold
194
﹤0.01% 882
2022
Q4
$10.5K Hold
194
﹤0.01% 885
2022
Q3
$11K Hold
194
﹤0.01% 845
2022
Q2
$9K Buy
194
+38
+24% +$1.76K ﹤0.01% 842
2022
Q1
$9K Sell
156
-119
-43% -$6.87K ﹤0.01% 921
2021
Q4
$14K Buy
+275
New +$14K ﹤0.01% 771