Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437 Buy
+5
New +$437 ﹤0.01% 654
2024
Q4
Sell
-203
Closed -$13.6K 687
2024
Q3
$13.6K Hold
203
﹤0.01% 447
2024
Q2
$23K Sell
203
-7
-3% -$794 ﹤0.01% 528
2024
Q1
$29.1K Buy
+210
New +$29.1K ﹤0.01% 439
2023
Q3
Sell
-37
Closed -$4.76K 680
2023
Q2
$4.76K Sell
37
-182
-83% -$23.4K ﹤0.01% 471
2023
Q1
$25.4K Sell
219
-62
-22% -$7.2K ﹤0.01% 384
2022
Q4
$31.8K Sell
281
-95
-25% -$10.8K 0.01% 353
2022
Q3
$30K Buy
376
+28
+8% +$2.23K 0.01% 389
2022
Q2
$26K Buy
+348
New +$26K 0.01% 375
2021
Q4
Sell
-16
Closed -$2K 417
2021
Q3
$2K Hold
16
﹤0.01% 352
2021
Q2
$2K Hold
16
﹤0.01% 398
2021
Q1
$1K Hold
16
﹤0.01% 434
2020
Q4
$1K Sell
16
-12
-43% -$750 ﹤0.01% 423
2020
Q3
$3K Buy
+28
New +$3K ﹤0.01% 437