Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-122
Closed -$24.6K 906
2025
Q1
$24.6K Hold
122
﹤0.01% 721
2024
Q4
$25.5K Hold
122
﹤0.01% 742
2024
Q3
$32K Hold
122
﹤0.01% 777
2024
Q2
$28.3K Sell
122
-16
-12% -$3.71K ﹤0.01% 767
2024
Q1
$37.9K Buy
138
+16
+13% +$4.39K ﹤0.01% 719
2023
Q4
$32.2K Buy
122
+48
+65% +$12.7K ﹤0.01% 728
2023
Q3
$16.5K Buy
74
+23
+45% +$5.14K ﹤0.01% 825
2023
Q2
$12.7K Buy
51
+8
+19% +$1.99K ﹤0.01% 889
2023
Q1
$9.56K Buy
43
+10
+30% +$2.22K ﹤0.01% 926
2022
Q4
$7.85K Buy
33
+8
+32% +$1.9K ﹤0.01% 932
2022
Q3
$5K Hold
25
﹤0.01% 982
2022
Q2
$5K Sell
25
-48
-66% -$9.6K ﹤0.01% 948
2022
Q1
$17K Buy
73
+52
+248% +$12.1K ﹤0.01% 822
2021
Q4
$5K Buy
+21
New +$5K ﹤0.01% 922