Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.4K Buy
518
+53
+11% +$6.39K ﹤0.01% 1210
2025
Q1
$54.2K Buy
465
+2
+0.4% +$233 ﹤0.01% 1151
2024
Q4
$55.5K Hold
463
﹤0.01% 1138
2024
Q3
$49.2K Hold
463
﹤0.01% 1208
2024
Q2
$43.7K Buy
+463
New +$43.7K ﹤0.01% 1195
2023
Q4
Sell
-132
Closed -$9.27K 1559
2023
Q3
$9.27K Buy
132
+66
+100% +$4.64K ﹤0.01% 1128
2023
Q2
$4.39K Sell
66
-326
-83% -$21.7K ﹤0.01% 1063
2023
Q1
$23.2K Buy
392
+66
+20% +$3.9K ﹤0.01% 824
2022
Q4
$15.3K Hold
326
﹤0.01% 843
2022
Q3
$11K Hold
326
﹤0.01% 869
2022
Q2
$14K Buy
+326
New +$14K ﹤0.01% 865