Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-536
Closed -$2.46K 2776
2025
Q1
$2.46K Sell
536
-530
-50% -$2.43K ﹤0.01% 1862
2024
Q4
$6.6K Buy
1,066
+480
+82% +$2.97K ﹤0.01% 1666
2024
Q3
$4.01K Hold
586
﹤0.01% 1743
2024
Q2
$3.12K Buy
+586
New +$3.12K ﹤0.01% 1761
2023
Q4
Sell
-1,400
Closed -$8.26K 1571
2023
Q3
$8.26K Buy
1,400
+700
+100% +$4.13K ﹤0.01% 1144
2023
Q2
$5.79K Hold
700
﹤0.01% 1034
2023
Q1
$4.33K Hold
700
﹤0.01% 1036
2022
Q4
$4.71K Hold
700
﹤0.01% 991
2022
Q3
$6K Hold
700
﹤0.01% 948
2022
Q2
$6K Hold
700
﹤0.01% 979
2022
Q1
$15K Hold
700
﹤0.01% 915
2021
Q4
$19K Hold
700
﹤0.01% 836
2021
Q3
$26K Buy
+700
New +$26K ﹤0.01% 725