Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.9K Hold
138
﹤0.01% 207
2025
Q1
$12.4K Hold
138
﹤0.01% 199
2024
Q4
$13.7K Sell
138
-36
-21% -$3.58K ﹤0.01% 189
2024
Q3
$19.8K Sell
174
-23
-12% -$2.61K ﹤0.01% 195
2024
Q2
$24.4K Buy
+197
New +$24.4K ﹤0.01% 191
2022
Q2
Sell
-250
Closed -$21K 272
2022
Q1
$21K Hold
250
﹤0.01% 205
2021
Q4
$19K Hold
250
﹤0.01% 190
2021
Q3
$19K Hold
250
﹤0.01% 185
2021
Q2
$19K Sell
250
-12
-5% -$912 ﹤0.01% 198
2021
Q1
$19K Sell
262
-32
-11% -$2.32K ﹤0.01% 195
2020
Q4
$23K Hold
294
﹤0.01% 175
2020
Q3
$23K Hold
294
﹤0.01% 165
2020
Q2
$22K Buy
294
+262
+819% +$19.6K ﹤0.01% 171
2020
Q1
$2K Hold
32
﹤0.01% 205
2019
Q4
$3K Hold
32
﹤0.01% 197
2019
Q3
$3K Hold
32
﹤0.01% 186
2019
Q2
$3K Hold
32
﹤0.01% 179
2019
Q1
$3K Buy
+32
New +$3K ﹤0.01% 176