Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-46
Closed -$1.06K 2128
2025
Q1
$1.06K Buy
+46
New +$1.06K ﹤0.01% 2029
2024
Q3
Sell
-635
Closed -$20.6K 2146
2024
Q2
$20.6K Sell
635
-654
-51% -$21.2K ﹤0.01% 1055
2024
Q1
$43.8K Sell
1,289
-477
-27% -$16.2K ﹤0.01% 858
2023
Q4
$69.5K Hold
1,766
﹤0.01% 774
2023
Q3
$67.4K Hold
1,766
﹤0.01% 764
2023
Q2
$80.5K Sell
1,766
-282
-14% -$12.9K ﹤0.01% 742
2023
Q1
$91.7K Sell
2,048
-85
-4% -$3.81K ﹤0.01% 714
2022
Q4
$93K Hold
2,133
﹤0.01% 718
2022
Q3
$90K Sell
2,133
-219
-9% -$9.24K ﹤0.01% 740
2022
Q2
$116K Hold
2,352
﹤0.01% 727
2022
Q1
$130K Sell
2,352
-114
-5% -$6.3K ﹤0.01% 726
2021
Q4
$128K Buy
+2,466
New +$128K ﹤0.01% 755