Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$45 5031
2025
Q1
Hold
0
-$65 4042
2024
Q4
Hold
0
4176
2024
Q2
Sell
-120
Closed -$499 3344
2024
Q1
$499 Hold
120
﹤0.01% 2977
2023
Q4
$438 Hold
120
﹤0.01% 2887
2023
Q3
$287 Hold
120
﹤0.01% 3161
2023
Q2
$307 Hold
120
﹤0.01% 3267
2023
Q1
$2.44K Hold
120
﹤0.01% 2831
2022
Q4
$2K Hold
120
﹤0.01% 4225
2022
Q3
$2K Hold
120
﹤0.01% 4415
2022
Q2
$2K Hold
120
﹤0.01% 4195
2022
Q1
$2K Hold
120
﹤0.01% 4195
2021
Q4
$2K Buy
+120
New +$2K ﹤0.01% 2799
2021
Q3
Hold
0
4502
2021
Q2
Hold
0
4292
2021
Q1
Hold
0
4173