Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-109
Closed -$6.59K 453
2025
Q1
$6.59K Sell
109
-25
-19% -$1.51K ﹤0.01% 973
2024
Q4
$11.4K Buy
134
+25
+23% +$2.12K ﹤0.01% 908
2024
Q3
$6.71K Hold
109
﹤0.01% 1050
2024
Q2
$5.25K Hold
109
﹤0.01% 1077
2024
Q1
$5.39K Hold
109
﹤0.01% 1102
2023
Q4
$4.91K Sell
109
-125
-53% -$5.63K ﹤0.01% 1080
2023
Q3
$11.1K Buy
234
+13
+6% +$614 ﹤0.01% 917
2023
Q2
$9.39K Hold
221
﹤0.01% 945
2023
Q1
$11.6K Hold
221
﹤0.01% 894
2022
Q4
$11.3K Hold
221
﹤0.01% 875
2022
Q3
$9K Hold
221
﹤0.01% 873
2022
Q2
$10K Sell
221
-49
-18% -$2.22K ﹤0.01% 820
2022
Q1
$16K Sell
270
-4,227
-94% -$250K ﹤0.01% 830
2021
Q4
$346K Buy
+4,497
New +$346K 0.07% 200