Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.8K Hold
750
0.05% 158
2025
Q1
$50.8K Hold
750
0.04% 163
2024
Q4
$46.5K Hold
750
0.03% 176
2024
Q3
$48.8K Sell
750
-250
-25% -$16.3K 0.04% 171
2024
Q2
$53.7K Hold
1,000
0.05% 146
2024
Q1
$52.8K Hold
1,000
0.05% 146
2023
Q4
$43.6K Hold
1,000
0.05% 154
2023
Q3
$44.1K Hold
1,000
0.05% 149
2023
Q2
$44.7K Sell
1,000
-150
-13% -$6.7K 0.05% 153
2023
Q1
$51K Hold
1,150
0.06% 141
2022
Q4
$48K Hold
1,150
0.06% 150
2022
Q3
$42K Hold
1,150
0.06% 137
2022
Q2
$48K Hold
1,150
0.06% 154
2022
Q1
$66K Hold
1,150
0.06% 143
2021
Q4
$76.5K Buy
+1,150
New +$76.5K 0.06% 136