Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92 Sell
1
-253
-100% -$23.3K ﹤0.01% 832
2025
Q1
$22.3K Sell
254
-111
-30% -$9.77K ﹤0.01% 521
2024
Q4
$33.8K Sell
365
-14
-4% -$1.3K ﹤0.01% 434
2024
Q3
$35.1K Buy
+379
New +$35.1K ﹤0.01% 416
2022
Q4
Sell
-25
Closed -$1K 1044
2022
Q3
$1K Hold
25
﹤0.01% 1927
2022
Q2
$1K Hold
25
﹤0.01% 1994
2022
Q1
$1K Sell
25
-25
-50% -$1K ﹤0.01% 2157
2021
Q4
$3K Sell
50
-53
-51% -$3.18K ﹤0.01% 927
2021
Q3
$5K Sell
103
-32
-24% -$1.55K ﹤0.01% 1919
2021
Q2
$7K Buy
135
+84
+165% +$4.36K ﹤0.01% 1817
2021
Q1
$2K Hold
51
﹤0.01% 2061
2020
Q4
$2K Buy
51
+32
+168% +$1.26K ﹤0.01% 1463
2020
Q3
$1K Buy
+19
New +$1K ﹤0.01% 1950