Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.3K Hold
273
﹤0.01% 1168
2025
Q1
$19.2K Hold
273
﹤0.01% 1130
2024
Q4
$20.4K Hold
273
﹤0.01% 1165
2024
Q3
$20.4K Sell
273
-150
-35% -$11.2K ﹤0.01% 1165
2024
Q2
$25.4K Sell
423
-81
-16% -$4.85K ﹤0.01% 1068
2024
Q1
$32.8K Sell
504
-100
-17% -$6.52K ﹤0.01% 972
2023
Q4
$55.4K Buy
604
+36
+6% +$3.3K 0.01% 795
2023
Q3
$40.1K Sell
568
-168
-23% -$11.9K 0.01% 854
2023
Q2
$47.1K Hold
736
0.01% 815
2023
Q1
$45.4K Buy
+736
New +$45.4K 0.01% 772
2019
Q1
Sell
-2,881
Closed -$381K 242
2018
Q4
$381K Buy
+2,881
New +$381K 0.22% 124