Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-178
Closed -$11.3K 235
2025
Q1
$11.3K Hold
178
﹤0.01% 157
2024
Q4
$13.5K Hold
178
﹤0.01% 150
2024
Q3
$15.7K Sell
178
-43
-19% -$3.8K 0.01% 145
2024
Q2
$16.7K Buy
221
+86
+64% +$6.48K 0.01% 139
2024
Q1
$12.7K Buy
+135
New +$12.7K 0.01% 149
2023
Q3
Sell
-260
Closed -$28.7K 231
2023
Q2
$28.7K Hold
260
0.02% 101
2023
Q1
$31.9K Hold
260
0.02% 101
2022
Q4
$30.4K Buy
+260
New +$30.4K 0.02% 96