Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-493
Closed -$33.1K 1087
2025
Q1
$33.1K Buy
493
+3
+0.6% +$201 ﹤0.01% 647
2024
Q4
$38.8K Buy
490
+2
+0.4% +$158 ﹤0.01% 643
2024
Q3
$41.3K Buy
488
+3
+0.6% +$254 ﹤0.01% 715
2024
Q2
$33.3K Buy
485
+3
+0.6% +$206 ﹤0.01% 735
2024
Q1
$29.8K Buy
482
+2
+0.4% +$124 ﹤0.01% 772
2023
Q4
$23.6K Sell
480
-6
-1% -$294 ﹤0.01% 794
2023
Q3
$21.3K Buy
486
+3
+0.6% +$132 ﹤0.01% 778
2023
Q2
$19.5K Buy
483
+2
+0.4% +$81 ﹤0.01% 797
2023
Q1
$22.2K Buy
481
+3
+0.6% +$139 ﹤0.01% 764
2022
Q4
$23.2K Buy
478
+2
+0.4% +$97 ﹤0.01% 742
2022
Q3
$16K Buy
476
+1
+0.2% +$34 ﹤0.01% 784
2022
Q2
$16K Hold
475
﹤0.01% 751
2022
Q1
$16K Sell
475
-180
-27% -$6.06K ﹤0.01% 837
2021
Q4
$18K Buy
+655
New +$18K ﹤0.01% 738