Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-358
Closed -$2.55K 2152
2025
Q1
$2.55K Hold
358
﹤0.01% 1923
2024
Q4
$2.66K Hold
358
﹤0.01% 1883
2024
Q3
$3.18K Hold
358
﹤0.01% 1860
2024
Q2
$2.26K Hold
358
﹤0.01% 1729
2024
Q1
$2.39K Sell
358
-418
-54% -$2.79K ﹤0.01% 1493
2023
Q4
$8.97K Buy
776
+50
+7% +$578 ﹤0.01% 1316
2023
Q3
$6.64K Buy
726
+617
+566% +$5.64K ﹤0.01% 1365
2023
Q2
$998 Hold
109
﹤0.01% 1592
2023
Q1
$803 Sell
109
-164
-60% -$1.21K ﹤0.01% 1619
2022
Q4
$2K Buy
273
+109
+66% +$799 ﹤0.01% 1550
2022
Q3
$1K Hold
164
﹤0.01% 1662
2022
Q2
$2K Hold
164
﹤0.01% 1738
2022
Q1
$2K Hold
164
﹤0.01% 1823
2021
Q4
$2K Buy
+164
New +$2K ﹤0.01% 1810