Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-265
Closed -$18.7K 514
2025
Q1
$18.7K Hold
265
0.02% 454
2024
Q4
$19.7K Hold
265
0.02% 474
2024
Q3
$19.8K Hold
265
0.02% 486
2024
Q2
$15.9K Hold
265
0.02% 530
2024
Q1
$17.3K Buy
+265
New +$17.3K 0.01% 538
2023
Q4
Sell
-265
Closed -$18.7K 526
2023
Q3
$18.7K Hold
265
0.02% 414
2023
Q2
$16.9K Hold
265
0.02% 436
2023
Q1
$17.4K Hold
265
0.02% 400
2022
Q4
$11K Buy
265
+61
+30% +$2.53K 0.01% 662
2022
Q3
$12K Buy
+204
New +$12K 0.01% 616
2022
Q2
Sell
-104
Closed -$13K 840
2022
Q1
$13K Buy
+104
New +$13K 0.01% 682