Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-240
Closed -$27K 1062
2025
Q1
$27K Sell
240
-33
-12% -$3.71K ﹤0.01% 692
2024
Q4
$30.5K Buy
273
+1
+0.4% +$112 ﹤0.01% 697
2024
Q3
$37.7K Hold
272
﹤0.01% 738
2024
Q2
$32K Buy
272
+1
+0.4% +$118 ﹤0.01% 745
2024
Q1
$35.4K Hold
271
﹤0.01% 737
2023
Q4
$33.7K Buy
271
+13
+5% +$1.62K ﹤0.01% 714
2023
Q3
$27.3K Buy
258
+33
+15% +$3.49K ﹤0.01% 729
2023
Q2
$25.3K Buy
225
+1
+0.4% +$112 ﹤0.01% 745
2023
Q1
$24.1K Buy
224
+1
+0.4% +$108 ﹤0.01% 749
2022
Q4
$24.8K Hold
223
﹤0.01% 728
2022
Q3
$20K Hold
223
﹤0.01% 741
2022
Q2
$21K Buy
223
+2
+0.9% +$188 ﹤0.01% 702
2022
Q1
$20K Buy
221
+68
+44% +$6.15K ﹤0.01% 793
2021
Q4
$13K Buy
+153
New +$13K ﹤0.01% 785