Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-633
Closed -$12.1K 1059
2025
Q1
$12.1K Hold
633
﹤0.01% 872
2024
Q4
$15.1K Hold
633
﹤0.01% 853
2024
Q3
$17.7K Sell
633
-26
-4% -$728 ﹤0.01% 911
2024
Q2
$17.2K Hold
659
﹤0.01% 888
2024
Q1
$14.4K Sell
659
-29
-4% -$634 ﹤0.01% 947
2023
Q4
$16K Buy
688
+127
+23% +$2.95K ﹤0.01% 887
2023
Q3
$11.1K Sell
561
-9
-2% -$178 ﹤0.01% 916
2023
Q2
$12.9K Buy
570
+40
+8% +$907 ﹤0.01% 881
2023
Q1
$10.4K Buy
+530
New +$10.4K ﹤0.01% 914