Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-173
Closed -$13.9K 539
2025
Q1
$13.9K Hold
173
﹤0.01% 848
2024
Q4
$13.5K Hold
173
﹤0.01% 872
2024
Q3
$13.2K Sell
173
-99
-36% -$7.55K ﹤0.01% 966
2024
Q2
$21.5K Buy
272
+1
+0.4% +$79 ﹤0.01% 828
2024
Q1
$22.7K Hold
271
﹤0.01% 848
2023
Q4
$23.4K Buy
271
+21
+8% +$1.81K ﹤0.01% 798
2023
Q3
$19.8K Hold
250
﹤0.01% 795
2023
Q2
$20.9K Buy
250
+1
+0.4% +$84 ﹤0.01% 785
2023
Q1
$21.3K Buy
249
+13
+6% +$1.11K ﹤0.01% 772
2022
Q4
$16.7K Sell
236
-14
-6% -$988 ﹤0.01% 805
2022
Q3
$16K Buy
250
+46
+23% +$2.94K ﹤0.01% 780
2022
Q2
$15K Sell
204
-110
-35% -$8.09K ﹤0.01% 759
2022
Q1
$25K Hold
314
﹤0.01% 745
2021
Q4
$30K Buy
+314
New +$30K 0.01% 646