Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29
Closed -$1.1K 1139
2025
Q1
$1.1K Hold
29
﹤0.01% 1201
2024
Q4
$1.34K Sell
29
-36
-55% -$1.66K ﹤0.01% 1215
2024
Q3
$3.44K Hold
65
﹤0.01% 1164
2024
Q2
$3.57K Hold
65
﹤0.01% 1142
2024
Q1
$4.19K Hold
65
﹤0.01% 1144
2023
Q4
$3.74K Hold
65
﹤0.01% 1120
2023
Q3
$3.75K Hold
65
﹤0.01% 1101
2023
Q2
$3.89K Hold
65
﹤0.01% 1092
2023
Q1
$3.15K Hold
65
﹤0.01% 1112
2022
Q4
$2.78K Sell
65
-8
-11% -$342 ﹤0.01% 1103
2022
Q3
$2K Hold
73
﹤0.01% 1107
2022
Q2
$2K Hold
73
﹤0.01% 1069
2022
Q1
$3K Hold
73
﹤0.01% 1118
2021
Q4
$3K Buy
+73
New +$3K ﹤0.01% 984