Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-820
Closed -$14.1K 484
2025
Q1
$14.1K Sell
820
-49
-6% -$842 0.01% 543
2024
Q4
$17.5K Hold
869
0.02% 515
2024
Q3
$17.2K Buy
869
+49
+6% +$969 0.02% 546
2024
Q2
$14.3K Hold
820
0.01% 560
2024
Q1
$13.7K Buy
+820
New +$13.7K 0.01% 605
2023
Q4
Sell
-820
Closed -$13.2K 484
2023
Q3
$13.2K Hold
820
0.01% 604
2023
Q2
$14.2K Hold
820
0.01% 570
2023
Q1
$13.3K Hold
820
0.01% 580
2022
Q4
$13K Buy
+820
New +$13K 0.01% 583
2022
Q3
Sell
-1,482
Closed -$15K 850
2022
Q2
$15K Hold
1,482
0.01% 484
2022
Q1
$18K Buy
+1,482
New +$18K 0.01% 536