Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-79
Closed -$938 1025
2025
Q1
$938 Sell
79
-15
-16% -$178 ﹤0.01% 1559
2024
Q4
$1.21K Buy
94
+9
+11% +$116 ﹤0.01% 1520
2024
Q3
$1.08K Buy
+85
New +$1.08K ﹤0.01% 1324
2024
Q1
Sell
-50
Closed -$750 1511
2023
Q4
$750 Hold
50
﹤0.01% 1271
2023
Q3
$527 Hold
50
﹤0.01% 1253
2023
Q2
$480 Hold
50
﹤0.01% 1272
2023
Q1
$464 Hold
50
﹤0.01% 1272
2022
Q4
$551 Hold
50
﹤0.01% 1281
2022
Q3
$1K Hold
50
﹤0.01% 1219
2022
Q2
$1K Hold
50
﹤0.01% 1086
2022
Q1
$2K Hold
50
﹤0.01% 804
2021
Q4
$2K Hold
50
﹤0.01% 765
2021
Q3
$3K Hold
50
﹤0.01% 726
2021
Q2
$3K Hold
50
﹤0.01% 689
2021
Q1
$3K Hold
50
﹤0.01% 647
2020
Q4
$2K Hold
50
﹤0.01% 643
2020
Q3
$1K Buy
+50
New +$1K ﹤0.01% 655