Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-774
Closed -$8.36K 1292
2025
Q1
$8.36K Hold
774
﹤0.01% 930
2024
Q4
$10.8K Hold
774
﹤0.01% 920
2024
Q3
$12.3K Hold
774
﹤0.01% 978
2024
Q2
$14.1K Sell
774
-1
-0.1% -$18 ﹤0.01% 927
2024
Q1
$12.8K Buy
775
+8
+1% +$132 ﹤0.01% 970
2023
Q4
$13.6K Sell
767
-1
-0.1% -$18 ﹤0.01% 916
2023
Q3
$7.23K Sell
768
-373
-33% -$3.51K ﹤0.01% 991
2023
Q2
$12.8K Hold
1,141
﹤0.01% 884
2023
Q1
$8.25K Hold
1,141
﹤0.01% 951
2022
Q4
$10.7K Buy
1,141
+1,095
+2,380% +$10.2K ﹤0.01% 884
2022
Q3
$0 Hold
46
﹤0.01% 1293
2022
Q2
$1K Hold
46
﹤0.01% 1145
2022
Q1
$1K Buy
+46
New +$1K ﹤0.01% 1237