Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29
Closed -$11.6K 334
2025
Q1
$11.6K Sell
29
-7
-19% -$2.79K ﹤0.01% 879
2024
Q4
$12.9K Hold
36
﹤0.01% 879
2024
Q3
$12.5K Hold
36
﹤0.01% 975
2024
Q2
$10.6K Hold
36
﹤0.01% 977
2024
Q1
$12K Hold
36
﹤0.01% 983
2023
Q4
$10.5K Buy
36
+10
+38% +$2.91K ﹤0.01% 961
2023
Q3
$8.43K Hold
26
﹤0.01% 964
2023
Q2
$8.98K Hold
26
﹤0.01% 955
2023
Q1
$8.2K Hold
26
﹤0.01% 952
2022
Q4
$7.8K Hold
26
﹤0.01% 934
2022
Q3
$7K Buy
26
+4
+18% +$1.08K ﹤0.01% 919
2022
Q2
$6K Sell
22
-21,941
-100% -$5.98M ﹤0.01% 911
2022
Q1
$7.15M Sell
21,963
-30,840
-58% -$10M 1.33% 15
2021
Q4
$15.9M Buy
+52,803
New +$15.9M 3.36% 3