Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.9K Hold
1,200
﹤0.01% 696
2025
Q1
$18.3K Sell
1,200
-50
-4% -$761 ﹤0.01% 603
2024
Q4
$18.3K Buy
1,250
+50
+4% +$730 ﹤0.01% 598
2024
Q3
$19.2K Hold
1,200
﹤0.01% 565
2024
Q2
$22.8K Hold
1,200
﹤0.01% 513
2024
Q1
$23.4K Hold
1,200
﹤0.01% 490
2023
Q4
$24.3K Hold
1,200
﹤0.01% 474
2023
Q3
$25.1K Hold
1,200
﹤0.01% 443
2023
Q2
$19.2K Hold
1,200
﹤0.01% 472
2023
Q1
$22.2K Hold
1,200
﹤0.01% 440
2022
Q4
$25.1K Hold
1,200
﹤0.01% 394
2022
Q3
$19K Hold
1,200
﹤0.01% 440
2022
Q2
$20K Buy
+1,200
New +$20K ﹤0.01% 417