Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68K Sell
517
-1
-0.2% -$5 ﹤0.01% 464
2025
Q1
$2.72K Buy
518
+317
+158% +$1.67K ﹤0.01% 587
2024
Q4
$890 Hold
201
﹤0.01% 459
2024
Q3
$878 Hold
201
﹤0.01% 451
2024
Q2
$757 Hold
201
﹤0.01% 450
2024
Q1
$709 Hold
201
﹤0.01% 474
2023
Q4
$687 Hold
201
﹤0.01% 480
2023
Q3
$751 Hold
201
﹤0.01% 497
2023
Q2
$836 Buy
201
+1
+0.5% +$4 ﹤0.01% 496
2023
Q1
$982 Hold
200
﹤0.01% 504
2022
Q4
$928 Hold
200
﹤0.01% 503
2022
Q3
$1K Hold
200
﹤0.01% 504
2022
Q2
$1K Sell
200
-120
-38% -$600 ﹤0.01% 498
2022
Q1
$2K Hold
320
﹤0.01% 492
2021
Q4
$2K Buy
320
+120
+60% +$750 ﹤0.01% 488
2021
Q3
$1K Hold
200
﹤0.01% 481
2021
Q2
$1K Hold
200
﹤0.01% 496
2021
Q1
$1K Buy
+200
New +$1K ﹤0.01% 503