Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.9K Sell
310
-10
-3% -$933 0.01% 370
2025
Q1
$23.3K Sell
320
-15
-4% -$1.09K 0.01% 356
2024
Q4
$20.2K Sell
335
-15
-4% -$905 0.01% 368
2024
Q3
$26.3K Sell
350
-25
-7% -$1.88K 0.01% 335
2024
Q2
$27.3K Hold
375
0.01% 343
2024
Q1
$28.9K Hold
375
0.01% 334
2023
Q4
$23.1K Hold
375
0.01% 335
2023
Q3
$17.2K Hold
375
0.01% 356
2023
Q2
$16.2K Hold
375
0.01% 376
2023
Q1
$11.9K Hold
375
0.01% 370
2022
Q4
$9.27K Hold
375
0.01% 388
2022
Q3
$9.27K Buy
+375
New +$9.27K 0.01% 388