Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-320
Closed -$18.7K 1023
2025
Q1
$18.7K Hold
320
﹤0.01% 779
2024
Q4
$18.5K Buy
320
+17
+6% +$984 ﹤0.01% 811
2024
Q3
$13.4K Hold
303
﹤0.01% 960
2024
Q2
$11.3K Sell
303
-200
-40% -$7.44K ﹤0.01% 969
2024
Q1
$19.2K Buy
503
+207
+70% +$7.9K ﹤0.01% 888
2023
Q4
$13.5K Buy
296
+51
+21% +$2.33K ﹤0.01% 918
2023
Q3
$7.1K Sell
245
-93
-28% -$2.69K ﹤0.01% 995
2023
Q2
$13.6K Hold
338
﹤0.01% 868
2023
Q1
$15.2K Buy
338
+26
+8% +$1.17K ﹤0.01% 833
2022
Q4
$8.88K Buy
312
+69
+28% +$1.96K ﹤0.01% 914
2022
Q3
$9K Hold
243
﹤0.01% 886
2022
Q2
$8K Sell
243
-2,157
-90% -$71K ﹤0.01% 878
2022
Q1
$111K Buy
+2,400
New +$111K 0.02% 393