Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-316
Closed -$29.1K 811
2025
Q1
$29.1K Hold
316
﹤0.01% 675
2024
Q4
$26.8K Buy
316
+6
+2% +$508 ﹤0.01% 732
2024
Q3
$24.5K Hold
310
﹤0.01% 837
2024
Q2
$23.2K Buy
310
+1
+0.3% +$75 ﹤0.01% 807
2024
Q1
$24.3K Sell
309
-1
-0.3% -$78 ﹤0.01% 833
2023
Q4
$21.6K Buy
310
+208
+204% +$14.5K ﹤0.01% 818
2023
Q3
$6.43K Hold
102
﹤0.01% 1015
2023
Q2
$6.03K Buy
102
+1
+1% +$59 ﹤0.01% 1023
2023
Q1
$5.88K Hold
101
﹤0.01% 1010
2022
Q4
$5.91K Hold
101
﹤0.01% 983
2022
Q3
$5K Hold
101
﹤0.01% 980
2022
Q2
$6K Buy
+101
New +$6K ﹤0.01% 919