Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$115 3410
2025
Q1
Hold
0
-$143 3815
2024
Q4
Hold
0
3894
2024
Q3
Sell
-448
Closed -$11.7K 3427
2024
Q2
$11.7K Buy
448
+160
+56% +$4.18K ﹤0.01% 2288
2024
Q1
$6.3K Hold
288
﹤0.01% 2391
2023
Q4
$6.7K Hold
288
﹤0.01% 2324
2023
Q3
$5.68K Hold
288
﹤0.01% 2460
2023
Q2
$6.53K Sell
288
-210
-42% -$4.76K ﹤0.01% 2445
2023
Q1
$10.5K Sell
498
-351
-41% -$7.37K ﹤0.01% 2265
2022
Q4
$19K Buy
+849
New +$19K ﹤0.01% 2934