Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Hold
175
﹤0.01% 420
2025
Q1
$14.1K Hold
175
﹤0.01% 390
2024
Q4
$16.7K Buy
+175
New +$16.7K ﹤0.01% 375
2023
Q4
Sell
-5
Closed -$533 418
2023
Q3
$533 Hold
5
﹤0.01% 386
2023
Q2
$450 Buy
+5
New +$450 ﹤0.01% 638
2022
Q4
Sell
-85
Closed -$7K 1024
2022
Q3
$7K Sell
85
-23
-21% -$1.89K ﹤0.01% 745
2022
Q2
$10K Sell
108
-92
-46% -$8.52K ﹤0.01% 586
2022
Q1
$24K Buy
+200
New +$24K ﹤0.01% 286
2021
Q4
Sell
-29
Closed -$3K 400
2021
Q3
$3K Hold
29
﹤0.01% 327
2021
Q2
$3K Hold
29
﹤0.01% 362
2021
Q1
$3K Hold
29
﹤0.01% 389
2020
Q4
$3K Sell
29
-11
-28% -$1.14K ﹤0.01% 379
2020
Q3
$4K Buy
+40
New +$4K ﹤0.01% 378