Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-230
Closed -$8.31K 1294
2025
Q1
$8.31K Hold
230
﹤0.01% 934
2024
Q4
$6.02K Hold
230
﹤0.01% 1007
2024
Q3
$5.55K Hold
230
﹤0.01% 1084
2024
Q2
$3.99K Buy
230
+125
+119% +$2.17K ﹤0.01% 1120
2024
Q1
$1.68K Hold
105
﹤0.01% 1249
2023
Q4
$2.87K Hold
105
﹤0.01% 1160
2023
Q3
$2.55K Sell
105
-1,354
-93% -$32.9K ﹤0.01% 1153
2023
Q2
$40.5K Buy
1,459
+59
+4% +$1.64K 0.01% 639
2023
Q1
$47.2K Buy
+1,400
New +$47.2K 0.01% 616
2022
Q4
Sell
-12
Closed 1374
2022
Q3
$0 Hold
12
﹤0.01% 1294
2022
Q2
$0 Hold
12
﹤0.01% 1340
2022
Q1
$1K Buy
+12
New +$1K ﹤0.01% 1238