Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Hold
199
﹤0.01% 780
2025
Q1
$73.6K Sell
199
-80
-29% -$29.6K ﹤0.01% 851
2024
Q4
$127K Buy
279
+80
+40% +$36.3K ﹤0.01% 744
2024
Q3
$85.7K Hold
199
﹤0.01% 827
2024
Q2
$72.6K Hold
199
﹤0.01% 842
2024
Q1
$69.7K Hold
199
﹤0.01% 863
2023
Q4
$42.9K Sell
199
-159
-44% -$34.3K ﹤0.01% 951
2023
Q3
$75.3K Hold
358
﹤0.01% 837
2023
Q2
$66.2K Buy
358
+159
+80% +$29.4K ﹤0.01% 872
2023
Q1
$32.4K Hold
199
﹤0.01% 1045
2022
Q4
$29.5K Hold
199
﹤0.01% 1069
2022
Q3
$23K Buy
+199
New +$23K ﹤0.01% 1136