Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-96
Closed -$5.28K 734
2025
Q1
$5.28K Hold
96
﹤0.01% 1008
2024
Q4
$6.04K Hold
96
﹤0.01% 1006
2024
Q3
$5.95K Sell
96
-25
-21% -$1.55K ﹤0.01% 1076
2024
Q2
$7.56K Buy
121
+1
+0.8% +$63 ﹤0.01% 1029
2024
Q1
$8.81K Sell
120
-1
-0.8% -$73 ﹤0.01% 1035
2023
Q4
$8.91K Buy
121
+37
+44% +$2.73K ﹤0.01% 990
2023
Q3
$5.45K Hold
84
﹤0.01% 1039
2023
Q2
$6.36K Buy
84
+23
+38% +$1.74K ﹤0.01% 1014
2023
Q1
$4.13K Buy
61
+1
+2% +$68 ﹤0.01% 1076
2022
Q4
$3.56K Hold
60
﹤0.01% 1066
2022
Q3
$3K Hold
60
﹤0.01% 1046
2022
Q2
$3K Sell
60
-120
-67% -$6K ﹤0.01% 1014
2022
Q1
$11K Buy
180
+120
+200% +$7.33K ﹤0.01% 891
2021
Q4
$3K Buy
+60
New +$3K ﹤0.01% 975