Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-690
Closed -$40.1K 1123
2025
Q1
$40.1K Hold
690
﹤0.01% 612
2024
Q4
$35.5K Sell
690
-341
-33% -$17.5K ﹤0.01% 670
2024
Q3
$55.3K Hold
1,031
0.01% 649
2024
Q2
$58.3K Buy
1,031
+184
+22% +$10.4K 0.01% 611
2024
Q1
$51.1K Buy
847
+682
+413% +$41.1K 0.01% 659
2023
Q4
$9.89K Hold
165
﹤0.01% 971
2023
Q3
$8.08K Hold
165
﹤0.01% 972
2023
Q2
$7.19K Hold
165
﹤0.01% 991
2023
Q1
$7.24K Hold
165
﹤0.01% 969
2022
Q4
$7.11K Hold
165
﹤0.01% 953
2022
Q3
$6K Hold
165
﹤0.01% 960
2022
Q2
$6K Hold
165
﹤0.01% 927
2022
Q1
$7K Hold
165
﹤0.01% 991
2021
Q4
$7K Buy
+165
New +$7K ﹤0.01% 879