Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.7K Buy
522
+100
+24% +$9.33K ﹤0.01% 410
2025
Q1
$30.7K Sell
422
-45
-10% -$3.28K ﹤0.01% 474
2024
Q4
$28.2K Buy
467
+6
+1% +$362 ﹤0.01% 486
2024
Q3
$34.6K Buy
461
+17
+4% +$1.28K ﹤0.01% 448
2024
Q2
$32.3K Buy
444
+405
+1,038% +$29.4K ﹤0.01% 459
2024
Q1
$3K Buy
+39
New +$3K ﹤0.01% 775
2023
Q2
Sell
-1,000
Closed -$31.7K 893
2023
Q1
$31.7K Buy
+1,000
New +$31.7K ﹤0.01% 419
2022
Q3
Sell
-750
Closed -$15K 877
2022
Q2
$15K Hold
750
﹤0.01% 478
2022
Q1
$27K Buy
+750
New +$27K ﹤0.01% 424
2021
Q4
Sell
-750
Closed -$34K 634
2021
Q3
$34K Buy
+750
New +$34K ﹤0.01% 349
2020
Q3
Sell
-20
Closed -$1K 504
2020
Q2
$1K Hold
20
﹤0.01% 464
2020
Q1
$1K Hold
20
﹤0.01% 449
2019
Q4
$1K Hold
20
﹤0.01% 438
2019
Q3
$1K Hold
20
﹤0.01% 439
2019
Q2
$1K Buy
+20
New +$1K ﹤0.01% 431