Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-84
Closed -$8.18K 574
2025
Q1
$8.18K Buy
84
+11
+15% +$1.07K ﹤0.01% 611
2024
Q4
$7.59K Hold
73
﹤0.01% 693
2024
Q3
$7.2K Sell
73
-23
-24% -$2.27K ﹤0.01% 701
2024
Q2
$9.88K Hold
96
﹤0.01% 661
2024
Q1
$11.9K Hold
96
﹤0.01% 644
2023
Q4
$9.37K Hold
96
﹤0.01% 646
2023
Q3
$8.16K Hold
96
﹤0.01% 644
2023
Q2
$8.03K Buy
96
+57
+146% +$4.77K ﹤0.01% 667
2023
Q1
$2.86K Buy
+39
New +$2.86K ﹤0.01% 773
2020
Q2
Sell
-500
Closed -$20K 963
2020
Q1
$20K Buy
+500
New +$20K ﹤0.01% 553
2018
Q3
Sell
-239
Closed -$10K 642
2018
Q2
$10K Buy
+239
New +$10K ﹤0.01% 675