Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32K Hold
44
﹤0.01% 634
2025
Q1
$1.49K Hold
44
﹤0.01% 626
2024
Q4
$1.3K Hold
44
﹤0.01% 631
2024
Q3
$1.38K Sell
44
-1
-2% -$31 ﹤0.01% 643
2024
Q2
$1.62K Sell
45
-7,030
-99% -$253K ﹤0.01% 649
2024
Q1
$267K Sell
7,075
-2,178
-24% -$82.1K 0.14% 155
2023
Q4
$328K Hold
9,253
0.19% 135
2023
Q3
$358K Sell
9,253
-135
-1% -$5.23K 0.24% 124
2023
Q2
$331K Hold
9,388
0.19% 132
2023
Q1
$356K Hold
9,388
0.22% 125
2022
Q4
$328K Sell
9,388
-1
-0% -$35 0.23% 133
2022
Q3
$268K Buy
+9,389
New +$268K 0.22% 134