Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343 Buy
17
+7
+70% +$141 ﹤0.01% 2089
2025
Q1
$138 Buy
+10
New +$138 ﹤0.01% 2092
2024
Q4
Sell
-168
Closed -$3.01K 2191
2024
Q3
$3.01K Sell
168
-1,377
-89% -$24.7K ﹤0.01% 1878
2024
Q2
$27.2K Buy
1,545
+214
+16% +$3.76K ﹤0.01% 979
2024
Q1
$34.2K Buy
1,331
+110
+9% +$2.82K ﹤0.01% 920
2023
Q4
$31.8K Hold
1,221
﹤0.01% 929
2023
Q3
$28.1K Hold
1,221
﹤0.01% 980
2023
Q2
$28.6K Buy
1,221
+1,216
+24,320% +$28.5K ﹤0.01% 992
2023
Q1
$59 Sell
5
-744
-99% -$8.78K ﹤0.01% 1684
2022
Q4
$11K Sell
749
-163
-18% -$2.39K ﹤0.01% 1290
2022
Q3
$17K Buy
912
+708
+347% +$13.2K ﹤0.01% 1165
2022
Q2
$3K Hold
204
﹤0.01% 1698
2022
Q1
$6K Hold
204
﹤0.01% 1635
2021
Q4
$6K Buy
+204
New +$6K ﹤0.01% 1610