Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-650
Closed -$32.4K 689
2025
Q1
$32.4K Hold
650
0.01% 276
2024
Q4
$37.7K Buy
650
+150
+30% +$8.69K 0.01% 269
2024
Q3
$32.6K Buy
+500
New +$32.6K 0.01% 283
2024
Q2
Sell
-300
Closed -$19.1K 549
2024
Q1
$19.1K Hold
300
0.01% 333
2023
Q4
$16.6K Hold
300
0.01% 345
2023
Q3
$17.7K Hold
300
0.01% 343
2023
Q2
$19.5K Hold
300
0.01% 341
2023
Q1
$16.5K Hold
300
0.01% 334
2022
Q4
$15.8K Buy
+300
New +$15.8K 0.01% 356