Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-253
Closed -$1.42K 507
2025
Q1
$1.42K Buy
253
+1
+0.4% +$6 ﹤0.01% 1177
2024
Q4
$1.42K Buy
252
+1
+0.4% +$6 ﹤0.01% 1209
2024
Q3
$1.53K Buy
251
+1
+0.4% +$6 ﹤0.01% 1242
2024
Q2
$1.6K Buy
+250
New +$1.6K ﹤0.01% 1237
2024
Q1
Sell
-1,261
Closed -$9.77K 1365
2023
Q4
$9.77K Hold
1,261
﹤0.01% 975
2023
Q3
$8.2K Hold
1,261
﹤0.01% 968
2023
Q2
$8.93K Hold
1,261
﹤0.01% 956
2023
Q1
$6.97K Hold
1,261
﹤0.01% 985
2022
Q4
$5.11K Hold
1,261
﹤0.01% 1006
2022
Q3
$4K Hold
1,261
﹤0.01% 1005
2022
Q2
$5K Hold
1,261
﹤0.01% 941
2022
Q1
$7K Hold
1,261
﹤0.01% 972
2021
Q4
$9K Buy
+1,261
New +$9K ﹤0.01% 835