Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.2K Hold
1,000
0.01% 254
2025
Q1
$41.2K Hold
1,000
0.01% 281
2024
Q4
$51.4K Hold
1,000
0.01% 279
2024
Q3
$47.8K Sell
1,000
-1,000
-50% -$47.8K 0.01% 300
2024
Q2
$98.4K Hold
2,000
0.01% 270
2024
Q1
$86.6K Buy
+2,000
New +$86.6K 0.01% 298
2023
Q4
Sell
-99
Closed -$3.93K 457
2023
Q3
$3.93K Hold
99
﹤0.01% 308
2023
Q2
$3.1K Sell
99
-1,164
-92% -$36.5K ﹤0.01% 507
2023
Q1
$33.1K Hold
1,263
﹤0.01% 360
2022
Q4
$28.6K Buy
1,263
+1,164
+1,176% +$26.4K ﹤0.01% 368
2022
Q3
$3K Buy
+99
New +$3K ﹤0.01% 945