Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-154
Closed -$2.94K 618
2025
Q1
$2.94K Sell
154
-1,132
-88% -$21.6K ﹤0.01% 696
2024
Q4
$30.7K Sell
1,286
-13
-1% -$310 ﹤0.01% 512
2024
Q3
$36.4K Hold
1,299
﹤0.01% 502
2024
Q2
$34K Hold
1,299
﹤0.01% 500
2024
Q1
$28.4K Hold
1,299
﹤0.01% 529
2023
Q4
$30.2K Hold
1,299
﹤0.01% 492
2023
Q3
$25.6K Hold
1,299
﹤0.01% 499
2023
Q2
$29.4K Hold
1,299
﹤0.01% 495
2023
Q1
$25.5K Sell
1,299
-10
-0.8% -$196 ﹤0.01% 524
2022
Q4
$22.5K Buy
+1,309
New +$22.5K ﹤0.01% 532