Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.8K Sell
2,321
-408
-15% -$2.95K ﹤0.01% 1435
2025
Q1
$18K Hold
2,729
﹤0.01% 1355
2024
Q4
$16.1K Hold
2,729
﹤0.01% 1333
2024
Q3
$17.4K Hold
2,729
﹤0.01% 1282
2024
Q2
$16.7K Hold
2,729
﹤0.01% 1136
2024
Q1
$16.5K Hold
2,729
﹤0.01% 1148
2023
Q4
$15.7K Sell
2,729
-349
-11% -$2.01K ﹤0.01% 1147
2023
Q3
$14.8K Hold
3,078
﹤0.01% 1157
2023
Q2
$15.6K Buy
3,078
+1,632
+113% +$8.27K ﹤0.01% 1158
2023
Q1
$6.22K Hold
1,446
﹤0.01% 1382
2022
Q4
$7K Hold
1,446
﹤0.01% 1372
2022
Q3
$6K Sell
1,446
-243
-14% -$1.01K ﹤0.01% 1415
2022
Q2
$7K Sell
1,689
-3,710
-69% -$15.4K ﹤0.01% 1479
2022
Q1
$27K Sell
5,399
-129
-2% -$645 ﹤0.01% 1140
2021
Q4
$26K Buy
+5,528
New +$26K ﹤0.01% 1181