Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04K Hold
162
﹤0.01% 2844
2025
Q1
$2.54K Hold
162
﹤0.01% 2797
2024
Q4
$2.77K Sell
162
-32
-16% -$547 ﹤0.01% 2763
2024
Q3
$4.35K Buy
194
+32
+20% +$718 ﹤0.01% 2610
2024
Q2
$2.86K Hold
162
﹤0.01% 2661
2024
Q1
$2.56K Hold
162
﹤0.01% 2732
2023
Q4
$2.07K Sell
162
-40
-20% -$512 ﹤0.01% 2745
2023
Q3
$2.42K Buy
202
+92
+84% +$1.1K ﹤0.01% 2721
2023
Q2
$1.11K Sell
110
-152
-58% -$1.53K ﹤0.01% 2939
2023
Q1
$4.53K Buy
262
+140
+115% +$2.42K ﹤0.01% 2548
2022
Q4
$1.7K Buy
122
+61
+100% +$848 ﹤0.01% 2854
2022
Q3
$1K Buy
+61
New +$1K ﹤0.01% 3002
2021
Q3
Sell
-1,942
Closed -$282K 3167
2021
Q2
$282K Buy
1,942
+1,692
+677% +$246K 0.01% 533
2021
Q1
$41K Buy
+250
New +$41K ﹤0.01% 1261