Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-184
Closed -$5.49K 446
2025
Q1
$5.49K Buy
184
+50
+37% +$1.49K ﹤0.01% 1002
2024
Q4
$4.81K Hold
134
﹤0.01% 1045
2024
Q3
$5.43K Buy
134
+53
+65% +$2.15K ﹤0.01% 1087
2024
Q2
$3.79K Hold
81
﹤0.01% 1132
2024
Q1
$3.44K Hold
81
﹤0.01% 1172
2023
Q4
$3.38K Buy
81
+39
+93% +$1.63K ﹤0.01% 1136
2023
Q3
$1.78K Hold
42
﹤0.01% 1190
2023
Q2
$2.35K Hold
42
﹤0.01% 1169
2023
Q1
$2.08K Sell
42
-27
-39% -$1.34K ﹤0.01% 1161
2022
Q4
$3.26K Hold
69
﹤0.01% 1079
2022
Q3
$3K Hold
69
﹤0.01% 1032
2022
Q2
$3K Sell
69
-273
-80% -$11.9K ﹤0.01% 1005
2022
Q1
$26K Buy
342
+135
+65% +$10.3K ﹤0.01% 738
2021
Q4
$16K Buy
+207
New +$16K ﹤0.01% 756