Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-116
Closed -$7.02K 751
2025
Q1
$7.02K Buy
116
+31
+36% +$1.88K ﹤0.01% 960
2024
Q4
$5.87K Buy
85
+4
+5% +$276 ﹤0.01% 1010
2024
Q3
$5.35K Buy
81
+9
+13% +$595 ﹤0.01% 1092
2024
Q2
$4.37K Buy
72
+33
+85% +$2K ﹤0.01% 1108
2024
Q1
$2.22K Sell
39
-16
-29% -$912 ﹤0.01% 1216
2023
Q4
$3.45K Buy
55
+44
+400% +$2.76K ﹤0.01% 1130
2023
Q3
$635 Hold
11
﹤0.01% 1267
2023
Q2
$685 Sell
11
-28
-72% -$1.74K ﹤0.01% 1256
2023
Q1
$2.82K Hold
39
﹤0.01% 1126
2022
Q4
$3.13K Hold
39
﹤0.01% 1088
2022
Q3
$3K Hold
39
﹤0.01% 1047
2022
Q2
$3K Buy
39
+6
+18% +$462 ﹤0.01% 1015
2022
Q1
$3K Buy
+33
New +$3K ﹤0.01% 1107