Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
Closed -$33.8K 626
2024
Q4
$33.8K Buy
1,000
+200
+25% +$6.76K 0.01% 146
2024
Q3
$32.7K Sell
800
-200
-20% -$8.18K 0.01% 138
2024
Q2
$38.5K Hold
1,000
0.01% 120
2024
Q1
$42.9K Hold
1,000
0.02% 96
2023
Q4
$37.1K Hold
1,000
0.02% 89
2023
Q3
$36.3K Hold
1,000
0.02% 88
2023
Q2
$35.6K Buy
1,000
+100
+11% +$3.56K 0.02% 85
2023
Q1
$32K Hold
900
0.02% 88
2022
Q4
$32K Buy
900
+100
+13% +$3.56K 0.02% 87
2022
Q3
$24K Buy
+800
New +$24K 0.03% 56
2021
Q4
Sell
-52
Closed -$2K 224
2021
Q3
$2K Hold
52
﹤0.01% 155
2021
Q2
$3K Hold
52
﹤0.01% 148
2021
Q1
$2K Buy
+52
New +$2K ﹤0.01% 147