Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-317
Closed -$29.9K 1072
2025
Q1
$29.9K Sell
317
-37
-10% -$3.49K ﹤0.01% 671
2024
Q4
$37.6K Hold
354
﹤0.01% 651
2024
Q3
$33.2K Hold
354
﹤0.01% 769
2024
Q2
$29.8K Hold
354
﹤0.01% 757
2024
Q1
$27.7K Buy
354
+44
+14% +$3.44K ﹤0.01% 795
2023
Q4
$21.4K Buy
310
+64
+26% +$4.43K ﹤0.01% 821
2023
Q3
$15.1K Buy
246
+122
+98% +$7.5K ﹤0.01% 841
2023
Q2
$7.4K Hold
124
﹤0.01% 983
2023
Q1
$7.33K Hold
124
﹤0.01% 966
2022
Q4
$7.24K Hold
124
﹤0.01% 948
2022
Q3
$6K Hold
124
﹤0.01% 959
2022
Q2
$7K Hold
124
﹤0.01% 903
2022
Q1
$8K Hold
124
﹤0.01% 957
2021
Q4
$9K Buy
+124
New +$9K ﹤0.01% 842