Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$21.7K 471
2025
Q1
$21.7K Hold
3
0.02% 392
2024
Q4
$24.5K Hold
3
0.02% 385
2024
Q3
$29.4K Hold
3
0.03% 332
2024
Q2
$22.8K Hold
3
0.02% 383
2024
Q1
$24.3K Buy
+3
New +$24.3K 0.02% 402
2023
Q4
Sell
-3
Closed -$17.9K 466
2023
Q3
$17.9K Hold
3
0.02% 433
2023
Q2
$19.1K Hold
3
0.02% 382
2023
Q1
$16.7K Hold
3
0.02% 418
2022
Q4
$14K Buy
+3
New +$14K 0.01% 508
2022
Q3
Sell
-3
Closed -$12K 842
2022
Q2
$12K Sell
3
-2
-40% -$8K 0.01% 646
2022
Q1
$22K Buy
+5
New +$22K 0.02% 459