Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.1K Hold
1,071
0.01% 260
2025
Q1
$80.4K Sell
1,071
-696
-39% -$52.2K 0.01% 259
2024
Q4
$135K Hold
1,767
0.01% 219
2024
Q3
$138K Hold
1,767
0.01% 224
2024
Q2
$126K Hold
1,767
0.01% 226
2024
Q1
$143K Sell
1,767
-26
-1% -$2.11K 0.01% 214
2023
Q4
$131K Hold
1,793
0.01% 231
2023
Q3
$118K Hold
1,793
0.01% 229
2023
Q2
$133K Hold
1,793
0.02% 224
2023
Q1
$138K Hold
1,793
0.02% 218
2022
Q4
$137K Hold
1,793
0.02% 217
2022
Q3
$127K Sell
1,793
-69
-4% -$4.89K 0.01% 224
2022
Q2
$158K Buy
+1,862
New +$158K 0.02% 216
2020
Q1
Sell
-2,668
Closed -$228K 180
2019
Q4
$228K Hold
2,668
0.04% 175
2019
Q3
$212K Buy
+2,668
New +$212K 0.04% 177