Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.4K Sell
150
-4
-3% -$1.88K 0.02% 262
2025
Q1
$71.7K Sell
154
-40
-21% -$18.6K 0.02% 263
2024
Q4
$81.2K Buy
194
+40
+26% +$16.7K 0.02% 255
2024
Q3
$73.4K Sell
154
-50
-25% -$23.8K 0.02% 270
2024
Q2
$89.5K Hold
204
0.02% 261
2024
Q1
$94.7K Hold
204
0.02% 258
2023
Q4
$83.8K Hold
204
0.02% 267
2023
Q3
$76K Buy
204
+50
+32% +$18.6K 0.02% 269
2023
Q2
$58.7K Buy
+154
New +$58.7K 0.02% 296
2023
Q1
Sell
-150
Closed -$49K 506
2022
Q4
$49K Sell
150
-170
-53% -$55.5K 0.01% 308
2022
Q3
$86K Hold
320
0.03% 263
2022
Q2
$92K Hold
320
0.03% 262
2022
Q1
$102K Buy
+320
New +$102K 0.02% 271