Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.3K Buy
+64
New +$15.3K ﹤0.01% 426
2024
Q2
Sell
-855
Closed -$248K 759
2024
Q1
$248K Sell
855
-22
-3% -$6.37K 0.02% 165
2023
Q4
$232K Hold
877
0.02% 167
2023
Q3
$232K Sell
877
-32
-4% -$8.48K 0.02% 167
2023
Q2
$225K Sell
909
-13
-1% -$3.22K 0.02% 164
2023
Q1
$211K Buy
+922
New +$211K 0.03% 160
2022
Q3
Sell
-1,070
Closed -$243K 144
2022
Q2
$243K Sell
1,070
-10
-0.9% -$2.27K 0.04% 117
2022
Q1
$250K Sell
1,080
-20
-2% -$4.63K 0.04% 107
2021
Q4
$285K Buy
+1,100
New +$285K 0.04% 89
2019
Q1
Hold
0
250
2018
Q4
Hold
0
184