Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-445
Closed -$20.1K 1178
2025
Q1
$20.1K Hold
445
﹤0.01% 761
2024
Q4
$19.3K Buy
445
+6
+1% +$260 ﹤0.01% 801
2024
Q3
$19.9K Hold
439
﹤0.01% 886
2024
Q2
$18.1K Buy
439
+55
+14% +$2.27K ﹤0.01% 873
2024
Q1
$14.4K Buy
384
+163
+74% +$6.1K ﹤0.01% 948
2023
Q4
$8.46K Sell
221
-102
-32% -$3.91K ﹤0.01% 997
2023
Q3
$11.5K Buy
323
+148
+85% +$5.28K ﹤0.01% 905
2023
Q2
$7.52K Hold
175
﹤0.01% 979
2023
Q1
$7.19K Buy
175
+139
+386% +$5.71K ﹤0.01% 973
2022
Q4
$1.39K Sell
36
-154
-81% -$5.96K ﹤0.01% 1188
2022
Q3
$8K Buy
+190
New +$8K ﹤0.01% 914