Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-904
Closed -$4.53K 9411
2025
Q1
$4.53K Buy
904
+337
+59% +$1.69K ﹤0.01% 7777
2024
Q4
$20.5K Buy
+567
New +$20.5K ﹤0.01% 6619
2023
Q4
Hold
0
-$701 8627
2023
Q3
Hold
0
7177
2023
Q1
Sell
-1
Closed -$16.1K 9109
2022
Q4
$16.1K Buy
+1
New +$16.1K ﹤0.01% 6743
2022
Q3
Hold
0
-$6K 7974
2022
Q2
Hold
0
-$1K 7694
2022
Q1
Hold
0
8887