Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
146
-1,828
-93% -$50.1K ﹤0.01% 289
2025
Q1
$67K Hold
1,974
0.01% 226
2024
Q4
$57K Hold
1,974
﹤0.01% 238
2024
Q3
$62K Hold
1,974
﹤0.01% 237
2024
Q2
$71K Hold
1,974
﹤0.01% 228
2024
Q1
$73K Hold
1,974
﹤0.01% 229
2023
Q4
$70K Hold
1,974
0.01% 226
2023
Q3
$77K Hold
1,974
0.01% 217
2023
Q2
$70K Hold
1,974
0.01% 235
2023
Q1
$75K Hold
1,974
0.01% 229
2022
Q4
$69K Hold
1,974
0.01% 235
2022
Q3
$56K Hold
1,974
0.01% 205
2022
Q2
$56K Hold
1,974
0.01% 188
2022
Q1
$58K Hold
1,974
0.01% 193
2021
Q4
$53K Sell
1,974
-372
-16% -$9.99K 0.01% 211
2021
Q3
$64K Buy
2,346
+146
+7% +$3.98K 0.01% 200
2021
Q2
$58K Buy
+2,200
New +$58K 0.01% 203